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Portfolio Diversification
Range
Most Diversified
36 instruments
December 2, 2023
Least Diversified
0 instruments
February 7, 2025
Average
26.5 instruments
Most Consistent Holdings
Top 5
META99.73%
ADBE99.73%
CRM99.73%
LRCX99.73%
VEEV99.73%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 7.84% | 11.59% | 31.26% | - |
 Alphabet (GOOG) | 5.28% | 8.26% | 96.52% | - |
 Amazon (AMZN) | 4.66% | 4.75% | 98.33% | - |
| Veeva (VEEV) | 4.51% | 3.33% | 99.73% | - |
| Meta (META) | 4.31% | 4.6% | 99.73% | - |
| Lam Research (LRCX) | 4.24% | 7.72% | 99.73% | - |
 NVIDIA (NVDA) | 4.17% | 7.5% | 83.67% | - |
 ServiceNow (NOW) | 4.02% | 6.12% | 97.99% | - |
| Salesforce (CRM) | 3.86% | 2.43% | 99.73% | - |
| Adobe (ADBE) | 3.84% | 3.26% | 99.73% | - |
 Microsoft (MSFT) | 3.82% | 3.43% | 95.31% | - |
 Visa (V) | 3.52% | 3.2% | 99.2% | - |
 BlackRock (BLK) | 3.12% | 1.67% | 99.6% | - |
 S&P Global (SPGI) | 2.92% | 2.55% | 96.59% | - |
 Applied Materials (AMAT) | 2.59% | 3.94% | 91.9% | - |
 Zoetis (ZTS) | 1.79% | 2.4% | 83.67% | - |
 KLA (KLAC) | 1.75% | 2.4% | 96.12% | - |
 UnitedHealth (UNH) | 1.48% | 3.19% | 48.39% | - |
 IDEXX (IDXX) | 1.48% | 2.16% | 82.33% | - |
 Nike (NKE) | 1.39% | 1.1% | 94.91% | - |
 Pinterest (PINS) | 1.16% | 0% | 46.59% | 12/27/2023 |
 Johnson & Johnson (JNJ) | 1.15% | 0% | 46.59% | 12/27/2023 |
 Mastercard (MA) | 1.08% | 0% | 42.17% | 12/27/2023 |
 Yum China (YUMC) | 1.05% | 0% | 22.82% | 12/29/2022 |
 Paycom (PAYC) | 0.95% | 0% | 36.81% | 12/27/2023 |
 Amedisys (AMED) | 0.94% | 0% | 20.28% | 10/28/2024 |
 TSMC (TSM) | 0.88% | 0% | 46.59% | 12/27/2023 |
 Keysight Technologies (KEYS) | 0.88% | 0% | 33.94% | 7/11/2024 |
 Edwards Lifesciences (EW) | 0.83% | 0% | 29.18% | 12/27/2023 |
 Alibaba (BABA) | 0.82% | 0% | 39.29% | 9/6/2023 |
 Boeing (BA) | 0.64% | 0% | 45.11% | 12/5/2023 |
 Align (ALGN) | 0.57% | 0% | 42.24% | 12/27/2023 |
 McDonald's (MCD) | 0.54% | 0.94% | 57.56% | - |
 Thermo Fisher (TMO) | 0.54% | 1.07% | 51.34% | - |
 Estee Lauder (EL) | 0.52% | 0% | 29.52% | 12/27/2023 |
 Olink Holding AB publ (OLK) | 0.49% | 0% | 10.17% | 7/11/2024 |
 Domino's (DPZ) | 0.48% | 0% | 30.05% | 12/27/2023 |
 CoStar (CSGP) | 0.44% | 1.57% | 41.43% | - |
 Splunk Inc (SPLK) | 0.35% | 0% | 7.36% | 3/20/2024 |
 Etsy (ETSY) | 0.33% | 0% | 39.42% | 12/27/2023 |
 Texas Instruments (TXN) | 0.26% | 0% | 29.18% | 12/27/2023 |
 Sovos Brands Inc (SOVO) | 0.24% | 0% | 4.95% | 3/13/2024 |
 West Pharma (WST) | 0.13% | 0.57% | 22.09% | - |
 Danaher (DHR) | 0.12% | 0.5% | 22.16% | - |
 Accenture (ACN) | 0.11% | 0.92% | 11.11% | - |
 Lockheed Martin (LMT) | 0.11% | 1.03% | 14.99% | - |
 Mettler-Toledo (MTD) | 0.08% | 0% | 5.42% | 12/13/2023 |
 Intuit (INTU) | 0.06% | 2.46% | 3.08% | - |
 Seagen Inc (SGEN) | 0.06% | 0% | 1.14% | 12/18/2023 |
 MarketAxess (MKTX) | 0.05% | 0% | 10.51% | 2/27/2026 |
 Paychex (PAYX) | 0.04% | 1.73% | 2.88% | - |
 Tyler (TYL) | 0.04% | 2.28% | 2.41% | - |
 Constellation Brands (STZ) | 0.02% | 0% | 2.74% | 3/24/2025 |
 ADP (ADP) | 0.01% | 0.74% | 2.07% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 32.53% | 21.9% |
| Alphabet (GOOG) | 4.3% | 8.33% |
| NVIDIA (NVDA) | 0.74% | 7.52% |
| Lam Research (LRCX) | 2.64% | 6.34% |
| Amazon (AMZN) | 3.66% | 4.93% |
| Meta (META) | 2.94% | 4.51% |
| Microsoft (MSFT) | 2.94% | 3.88% |
| Veeva (VEEV) | 4.96% | 3.64% |
| UnitedHealth (UNH) | 6.31% | 3.52% |
| Visa (V) | 2.77% | 3.39% |
| ServiceNow (NOW) | 2.63% | 3.34% |
| Adobe (ADBE) | 5.74% | 3.28% |
| Salesforce (CRM) | 3.57% | 3.04% |
| Applied Materials (AMAT) | 1.49% | 2.99% |
| S&P Global (SPGI) | 2.77% | 2.82% |
| Zoetis (ZTS) | 4.15% | 2.38% |
| IDEXX (IDXX) | 1.77% | 2.3% |
| KLA (KLAC) | 0.84% | 2.07% |
| BlackRock (BLK) | 1.58% | 1.79% |
| Thermo Fisher (TMO) | 1.3% | 1.18% |
| Nike (NKE) | 2.7% | 1.18% |
| Accenture (ACN) | 1.49% | 1.09% |
| McDonald's (MCD) | 1.03% | 0.84% |
| CoStar (CSGP) | 1.34% | 0.82% |
| Lockheed Martin (LMT) | 0.93% | 0.71% |
| West Pharma (WST) | 0.65% | 0.61% |
| Danaher (DHR) | 0.65% | 0.56% |
| MarketAxess (MKTX) | 0.74% | 0.5% |
Cash & Instruments Over Time
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