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Portfolio Diversification
Range
Most Diversified
36 instruments
December 2, 2023
Least Diversified
0 instruments
February 7, 2025
Average
26.6 instruments
Most Consistent Holdings
Top 5
META99.61%
ADBE99.61%
CRM99.61%
LRCX99.61%
VEEV99.61%
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) | 7.79% | 5.76% | 33.27% | - |
 Alphabet (GOOG) | 5.37% | 9.17% | 96.5% | - |
 Amazon (AMZN) | 4.67% | 5.58% | 98.25% | - |
| Veeva (VEEV) | 4.46% | 2.61% | 99.61% | - |
| Lam Research (LRCX) | 4.38% | 9.87% | 99.61% | - |
| Meta (META) | 4.31% | 4.62% | 99.61% | - |
 NVIDIA (NVDA) | 4.27% | 8.24% | 84.05% | - |
 ServiceNow (NOW) | 4.05% | 4.14% | 97.92% | - |
| Salesforce (CRM) | 3.81% | 2.05% | 99.61% | - |
| Adobe (ADBE) | 3.8% | 2.7% | 99.61% | - |
 Microsoft (MSFT) | 3.8% | 3.44% | 95.33% | - |
 Visa (V) | 3.51% | 3.05% | 99.09% | - |
 BlackRock (BLK) | 3.07% | 1.81% | 99.48% | - |
 S&P Global (SPGI) | 2.9% | 2.42% | 96.56% | - |
 Applied Materials (AMAT) | 2.6% | 0% | 91.12% | 4/9/2026 |
 Zoetis (ZTS) | 1.81% | 2.75% | 84.05% | - |
 KLA (KLAC) | 1.78% | 3.15% | 96.11% | - |
 UnitedHealth (UNH) | 1.54% | 3.86% | 49.87% | - |
 IDEXX (IDXX) | 1.5% | 1.93% | 82.75% | - |
 Nike (NKE) | 1.37% | 0.85% | 94.94% | - |
 Pinterest (PINS) | 1.12% | 0% | 45.14% | 12/27/2023 |
 Johnson & Johnson (JNJ) | 1.11% | 0% | 45.14% | 12/27/2023 |
 Mastercard (MA) | 1.07% | 0.97% | 42.74% | - |
 Yum China (YUMC) | 1.02% | 0% | 22.11% | 12/29/2022 |
 Paycom (PAYC) | 0.92% | 0% | 35.67% | 12/27/2023 |
 Amedisys (AMED) | 0.91% | 0% | 19.65% | 10/28/2024 |
 TSMC (TSM) | 0.86% | 0% | 45.14% | 12/27/2023 |
 Keysight Technologies (KEYS) | 0.85% | 0% | 32.88% | 7/11/2024 |
 Edwards Lifesciences (EW) | 0.81% | 0% | 28.27% | 12/27/2023 |
 Alibaba (BABA) | 0.8% | 0% | 38.07% | 9/6/2023 |
 Boeing (BA) | 0.62% | 0% | 43.71% | 12/5/2023 |
 Align (ALGN) | 0.55% | 0% | 40.92% | 12/27/2023 |
 Thermo Fisher (TMO) | 0.55% | 0.98% | 52.72% | - |
 McDonald's (MCD) | 0.55% | 0.85% | 58.75% | - |
 Estee Lauder (EL) | 0.5% | 0% | 28.6% | 12/27/2023 |
 Olink Holding AB publ (OLK) | 0.47% | 0% | 9.86% | 7/11/2024 |
 CoStar (CSGP) | 0.47% | 1.17% | 43.13% | - |
 Domino's (DPZ) | 0.47% | 0% | 29.12% | 12/27/2023 |
 Splunk Inc (SPLK) | 0.34% | 0% | 7.13% | 3/20/2024 |
 Etsy (ETSY) | 0.32% | 0% | 38.2% | 12/27/2023 |
 Texas Instruments (TXN) | 0.25% | 0% | 28.27% | 12/27/2023 |
 Sovos Brands Inc (SOVO) | 0.23% | 0% | 4.8% | 3/13/2024 |
 West Pharma (WST) | 0.14% | 0.69% | 24.38% | - |
 Lockheed Martin (LMT) | 0.14% | 0.8% | 17.51% | - |
 Accenture (ACN) | 0.14% | 0.74% | 13.75% | - |
 Danaher (DHR) | 0.13% | 0.45% | 24.45% | - |
 Intuit (INTU) | 0.13% | 1.91% | 5.97% | - |
 Tyler (TYL) | 0.1% | 0% | 5.12% | 4/21/2026 |
 Paychex (PAYX) | 0.09% | 1.5% | 5.77% | - |
 Mettler-Toledo (MTD) | 0.07% | 0% | 5.25% | 12/13/2023 |
 Seagen Inc (SGEN) | 0.05% | 0% | 1.1% | 12/18/2023 |
 FICO (FICO) | 0.05% | 1.95% | 2.72% | - |
 MarketAxess (MKTX) | 0.05% | 0% | 10.18% | 2/27/2026 |
 ADP (ADP) | 0.03% | 0.63% | 4.99% | - |
 Constellation Brands (STZ) | 0.01% | 0% | 2.66% | 3/24/2025 |
 Autodesk (ADSK) | 0.01% | 1.02% | 0.91% | - |
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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