Loading...
Portfolio Diversification
Range
Most Diversified
19 instruments
May 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
10.8 instruments
Most Consistent Holdings
Top 5
META99.13%
VOO99.06%
DG.US68.33%
GOOG66.71%
PAYC63.71%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 3, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 50.23% | 22.98% | 99.13% | - |
| Alphabet (GOOG) | 11.45% | 25.55% | 66.71% | - |
| Vanguard S&P 500 ETF (VOO) | 6.3% | 5.58% | 99.06% | - |
| Dollar General (DG.US) | 3.79% | 3.93% | 68.33% | - |
 ASML (ASML) | 2.96% | 9.81% | 44.97% | - |
 Alibaba (BABA) | 2.71% | 2.35% | 61.84% | - |
| Paycom (PAYC) | 2.69% | 3.75% | 63.71% | - |
 Microsoft (MSFT) | 2.6% | 8.1% | 49.41% | - |
 Visa (V) | 2.54% | 4.46% | 58.96% | - |
 PayPal (PYPL) | 2.4% | 0% | 24.23% | 9/5/2024 |
 LVMH (MC.PA) | 1.55% | 2.34% | 42.41% | - |
 Alphabet (GOOGL) | 1.04% | 3.36% | 33.42% | - |
 O'Reilly Auto (ORLY) | 0.91% | 1.2% | 57.09% | - |
 Domino's (DPZ) | 0.72% | 1.04% | 42.91% | - |
 iShares S&P Mid-Cap 400 Value ETF (IJJ) | 0.66% | 1.31% | 42.85% | - |
 iShares S&P Small-Cap 600 Value ETF (IJS) | 0.66% | 1.37% | 42.97% | - |
 Teleperformance (TEP.PA) | 0.65% | 0.5% | 58.96% | - |
 3M (MMM) | 0.54% | 0% | 18.68% | 1/30/2025 |
 UnitedHealth (UNH) | 0.34% | 1.15% | 31.92% | - |
 Mastercard (MA) | 0.22% | 0.7% | 34.23% | - |
 Hermes (RMS.PA) | 0.09% | 0.17% | 33.29% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 21.29% | 26% |
| Meta (META) | 10.26% | 21.47% |
| ASML (ASML) | 6.15% | 5.99% |
| Vanguard S&P 500 ETF (VOO) | 6.74% | 5.18% |
| Microsoft (MSFT) | 6.4% | 4.84% |
| LVMH (MC.PA) | 6.67% | 4.41% |
| Dollar General (DG.US) | 4.61% | 4.27% |
| Visa (V) | 5.65% | 4.21% |
| Alibaba (BABA) | 2.56% | 3.46% |
| Alphabet (GOOGL) | 2.56% | 3.37% |
| Paycom (PAYC) | 5.12% | 2.51% |
| Domino's (DPZ) | 2.56% | 1.5% |
| iShares S&P Mid-Cap 400 Value ETF (IJJ) | 2.05% | 1.31% |
| iShares S&P Small-Cap 600 Value ETF (IJS) | 2.05% | 1.3% |
| O'Reilly Auto (ORLY) | 1.3% | 1.01% |
| UnitedHealth (UNH) | 1.28% | 1% |
| Mastercard (MA) | 1.02% | 0.71% |
| Teleperformance (TEP.PA) | 1.28% | 0.42% |
| Hermes (RMS.PA) | 0.51% | 0.29% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.