Portfolio Diversification
Range
Most Diversified
36 instruments
December 2, 2023
Least Diversified
0 instruments
February 7, 2025
Average
26.3 instruments
Most Consistent Holdings
Top 5
META99.92%
ADBE99.92%
CRM99.92%
LRCX99.92%
VEEV99.92%
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) | 5.31% | 23.66% | 17.51% | - |
 Alphabet (GOOG) | 4.9% | 4.91% | 96.05% | - |
 Amazon (AMZN) | 4.62% | 5.01% | 98.22% | - |
| Veeva (VEEV) | 4.57% | 5.06% | 99.92% | - |
| Meta (META) | 4.2% | 5.37% | 99.92% | - |
| Salesforce (CRM) | 4.07% | 3.44% | 99.92% | - |
| Adobe (ADBE) | 4.02% | 3.2% | 99.92% | - |
 ServiceNow (NOW) | 4.01% | 4.8% | 97.82% | - |
| Lam Research (LRCX) | 3.93% | 3.91% | 99.92% | - |
 Microsoft (MSFT) | 3.79% | 4.34% | 94.59% | - |
 Visa (V) | 3.57% | 3.75% | 99.27% | - |
 NVIDIA (NVDA) | 3.51% | 6.58% | 80.55% | - |
 BlackRock (BLK) | 3.38% | 1.86% | 99.84% | - |
 S&P Global (SPGI) | 2.95% | 3.12% | 96.21% | - |
 Applied Materials (AMAT) | 2.54% | 2.31% | 90.56% | - |
 Zoetis (ZTS) | 1.71% | 2.15% | 80.55% | - |
 KLA (KLAC) | 1.7% | 1.67% | 95.56% | - |
 Nike (NKE) | 1.41% | 1.25% | 94.11% | - |
 Pinterest (PINS) | 1.4% | 0% | 56.17% | 12/27/2023 |
 Johnson & Johnson (JNJ) | 1.38% | 0% | 56.17% | 12/27/2023 |
 IDEXX (IDXX) | 1.33% | 1.99% | 78.93% | - |
 Mastercard (MA) | 1.31% | 0% | 50.85% | 12/27/2023 |
 Yum China (YUMC) | 1.26% | 0% | 27.52% | 12/29/2022 |
 Paycom (PAYC) | 1.15% | 0% | 44.39% | 12/27/2023 |
 Amedisys (AMED) | 1.14% | 0% | 24.46% | 10/28/2024 |
 UnitedHealth (UNH) | 1.11% | 2.76% | 38.01% | - |
 TSMC (TSM) | 1.06% | 0% | 56.17% | 12/27/2023 |
 Keysight Technologies (KEYS) | 1.06% | 0% | 40.92% | 7/11/2024 |
 Edwards Lifesciences (EW) | 1% | 0% | 35.19% | 12/27/2023 |
 Alibaba (BABA) | 0.99% | 0% | 47.38% | 9/6/2023 |
 Boeing (BA) | 0.78% | 0% | 54.4% | 12/5/2023 |
 Align (ALGN) | 0.69% | 0% | 50.93% | 12/27/2023 |
 Estee Lauder (EL) | 0.62% | 0% | 35.59% | 12/27/2023 |
 Olink Holding AB publ (OLK) | 0.59% | 0% | 12.27% | 7/11/2024 |
 Domino's (DPZ) | 0.58% | 0% | 36.24% | 12/27/2023 |
 McDonald's (MCD) | 0.48% | 0.88% | 49.72% | - |
 Splunk Inc (SPLK) | 0.43% | 0% | 8.88% | 3/20/2024 |
 Thermo Fisher (TMO) | 0.42% | 0.91% | 41.57% | - |
 Etsy (ETSY) | 0.4% | 0% | 47.54% | 12/27/2023 |
 CoStar (CSGP) | 0.32% | 1.09% | 29.78% | - |
 Texas Instruments (TXN) | 0.31% | 0% | 35.19% | 12/27/2023 |
 Sovos Brands Inc (SOVO) | 0.29% | 0% | 5.97% | 3/13/2024 |
 Mettler-Toledo (MTD) | 0.09% | 0% | 6.54% | 12/13/2023 |
 Seagen Inc (SGEN) | 0.07% | 0% | 1.37% | 12/18/2023 |
 Danaher (DHR) | 0.03% | 0.53% | 6.38% | - |
 West Pharma (WST) | 0.03% | 0.54% | 6.3% | - |
 Constellation Brands (STZ) | 0.02% | 0% | 3.31% | 3/24/2025 |
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% |