Portfolio Diversification
Range
Most Diversified
36 instruments
December 2, 2023
Least Diversified
0 instruments
February 7, 2025
Average
26.4 instruments
Most Consistent Holdings
Top 5
META99.92%
ADBE99.92%
BLK99.92%
CRM99.92%
LRCX99.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 4.89% | 5.16% | 95.84% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 4.7% | 0% | 14.77% | 4/9/2025 |
 Amazon (AMZN) | 4.6% | 4.8% | 98.13% | - |
 Veeva (VEEV) | 4.56% | 4.48% | 99.92% | - |
| Meta (META) | 4.16% | 4.39% | 99.92% | - |
| Salesforce (CRM) | 4.1% | 3.67% | 99.92% | - |
| Adobe (ADBE) | 4.05% | 3.31% | 99.92% | - |
 ServiceNow (NOW) | 3.96% | 4.95% | 97.71% | - |
| Lam Research (LRCX) | 3.95% | 3.17% | 99.92% | - |
 Microsoft (MSFT) | 3.77% | 3.75% | 94.31% | - |
 Visa (V) | 3.55% | 3.91% | 99.24% | - |
| BlackRock (BLK) | 3.47% | 1.85% | 99.92% | - |
 NVIDIA (NVDA) | 3.38% | 5.17% | 79.54% | - |
 S&P Global (SPGI) | 2.95% | 3.13% | 96.1% | - |
 Applied Materials (AMAT) | 2.57% | 2.11% | 90.15% | - |
 KLA (KLAC) | 1.71% | 1.42% | 95.33% | - |
 Zoetis (ZTS) | 1.68% | 2.27% | 79.54% | - |
 Pinterest (PINS) | 1.47% | 0% | 59.08% | 12/27/2023 |
 Johnson & Johnson (JNJ) | 1.45% | 0% | 59.08% | 12/27/2023 |
 Nike (NKE) | 1.42% | 1.3% | 93.8% | - |
 Mastercard (MA) | 1.37% | 0% | 53.48% | 12/27/2023 |
 Yum China (YUMC) | 1.33% | 0% | 28.95% | 12/29/2022 |
 IDEXX (IDXX) | 1.3% | 1.81% | 77.84% | - |
 Paycom (PAYC) | 1.21% | 0% | 46.69% | 12/27/2023 |
 Amedisys (AMED) | 1.19% | 0% | 25.72% | 10/28/2024 |
 TSMC (TSM) | 1.12% | 0% | 59.08% | 12/27/2023 |
 Keysight Technologies (KEYS) | 1.11% | 0% | 43.04% | 7/11/2024 |
 Edwards Lifesciences (EW) | 1.06% | 0% | 37.01% | 12/27/2023 |
 Alibaba (BABA) | 1.04% | 0% | 49.83% | 9/6/2023 |
 UnitedHealth (UNH) | 1.02% | 2.48% | 34.8% | - |
 Boeing (BA) | 0.82% | 0% | 57.22% | 12/5/2023 |
 Align (ALGN) | 0.72% | 0% | 53.57% | 12/27/2023 |
 Estee Lauder (EL) | 0.65% | 0% | 37.44% | 12/27/2023 |
 Olink Holding AB publ (OLK) | 0.62% | 0% | 12.9% | 7/11/2024 |
 Domino's (DPZ) | 0.61% | 0% | 38.12% | 12/27/2023 |
 McDonald's (MCD) | 0.45% | 1.05% | 47.2% | - |
 Splunk Inc (SPLK) | 0.45% | 0% | 9.34% | 3/20/2024 |
 Etsy (ETSY) | 0.42% | 0% | 50% | 12/27/2023 |
 Thermo Fisher (TMO) | 0.4% | 0.52% | 38.54% | - |
 Texas Instruments (TXN) | 0.33% | 0% | 37.01% | 12/27/2023 |
 Sovos Brands Inc (SOVO) | 0.31% | 0% | 6.28% | 3/13/2024 |
 CoStar (CSGP) | 0.28% | 1.22% | 26.23% | - |
 Mettler-Toledo (MTD) | 0.1% | 0% | 6.88% | 12/13/2023 |
 Seagen Inc (SGEN) | 0.07% | 0% | 1.44% | 12/18/2023 |
 Constellation Brands (STZ) | 0.02% | 0% | 3.48% | 3/24/2025 |
 Danaher (DHR) | 0.01% | 0.58% | 1.53% | - |
 West Pharma (WST) | 0.01% | 0.56% | 1.44% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 45.11% | 33.42% |
| NVIDIA (NVDA) | 0.76% | 6.18% |
| Alphabet (GOOG) | 4.38% | 5.75% |
| Amazon (AMZN) | 3.72% | 5.33% |
| ServiceNow (NOW) | 2.68% | 5.27% |
| Meta (META) | 2.99% | 4.55% |
| Salesforce (CRM) | 3.63% | 4.38% |
| Veeva (VEEV) | 5.04% | 3.91% |
| Microsoft (MSFT) | 2.99% | 3.86% |
| Visa (V) | 2.82% | 3.48% |
| S&P Global (SPGI) | 2.81% | 3.06% |
| Lam Research (LRCX) | 2.69% | 3.05% |
| UnitedHealth (UNH) | 3.5% | 2.79% |
| Adobe (ADBE) | 3.62% | 2.74% |
| Zoetis (ZTS) | 2.9% | 2.3% |
| Applied Materials (AMAT) | 1.51% | 2.15% |
| BlackRock (BLK) | 1.61% | 1.96% |
| Nike (NKE) | 2.75% | 1.59% |
| KLA (KLAC) | 0.86% | 1.22% |
| IDEXX (IDXX) | 1.14% | 1.05% |
| CoStar (CSGP) | 1.36% | 0.99% |
| McDonald's (MCD) | 1.05% | 0.91% |