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EquityFund
🇭🇺 Value Med Tech Investor.
3 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
May 2, 2024
Lowest Cash
December 1, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
27 instruments
May 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
15.1 instruments

Most Consistent Holdings

Top 5

avatarGAMB
71.78%
avatarLOPE
71.2%
avatarJAKK
55.16%
avatarCSCO
51.72%
avatarMED.US
50.72%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
December 1, 2023
Lowest Exposure
May 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Commercial Services
19.5%
Technology Services
15.65%
Health Technology
11.77%
Consumer Durables
10.19%
Energy Minerals
6.59%

Top Countries

Top 5

🇺🇸United States
68.98%
🇬🇧United Kingdom
9.27%
🇨🇳China
8.38%
🇮🇱Israel
5.5%
🇬🇷Greece
2.18%

Holdings over time

(Since November 23, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Gambling.comGambling.com (GAMB)
9.27%20.89%71.78%-
Grand Canyon EducationGrand Canyon Education (LOPE)
6.15%0%71.2%9/16/2025
JAKKSJAKKS (JAKK)
6.03%0%55.16%9/25/2025
Alpha MetallurgicalAlpha Metallurgical (AMR)
5.68%12.92%48.14%-
MedifastMedifast (MED.US)
4.07%0%50.72%5/23/2025
IturanIturan (ITRN)
4.07%0%35.1%7/22/2025
Hello GroupHello Group (MOMO)
3.65%0%37.39%2/21/2025
Semler ScientificSemler Scientific (SMLR)
3.57%25.11%37.54%-
BaiduBaidu (BIDU)
2.86%0%26.5%5/23/2025
St. JoeSt. Joe (JOE)
2.81%0%20.06%9/22/2025
CiscoCisco (CSCO)
2.18%0%51.72%11/18/2024
DanaosDanaos (DAC)
2.18%0%21.49%5/16/2025
RegeneronRegeneron (REGN)
1.92%14.59%32.23%-
AlibabaAlibaba (BABA)
1.87%0%26.22%2/21/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.84%0%22.35%5/6/2024
Cirrus LogicCirrus Logic (CRUS)
1.71%0%28.08%11/18/2024
Snap-onSnap-on (SNA)
1.68%0%32.09%12/16/2024
PerdoceoPerdoceo (PRDO)
1.56%0%32.09%12/16/2024
Check PointCheck Point (CHKP)
1.43%0%28.08%11/18/2024
TeradyneTeradyne (TER)
1.35%0%28.08%11/18/2024
PaychexPaychex (PAYX)
1.33%0%28.08%11/18/2024
AdobeAdobe (ADBE)
1.3%0%28.08%11/18/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
1.3%0%28.08%11/18/2024
DeckersDeckers (DECK)
1.27%0%17.62%9/25/2025
GravityGravity (GRVY)
1.26%0%11.03%5/5/2025
Ethan AllenEthan Allen (ETD)
1.24%0%28.08%11/18/2024
AgilentAgilent (A.US)
1.23%0%28.08%11/18/2024
CrocsCrocs (CROX)
1.15%26.48%5.01%-
NordsonNordson (NDSN)
1.14%0%28.08%11/18/2024
Haverty FurnitureHaverty Furniture (HVT)
1.12%0%28.08%11/18/2024
MetaMeta (META)
1.06%0%23.64%5/6/2024
IBMIBM (IBM)
0.97%0%23.64%5/6/2024
Goldman SachsGoldman Sachs (GS)
0.97%0%23.64%5/6/2024
Novo-NordiskNovo-Nordisk (NVO)
0.95%0%23.64%5/6/2024
IDEXXIDEXX (IDXX)
0.94%0%23.64%5/6/2024
StrykerStryker (SYK)
0.94%0%23.64%5/6/2024
LVMHLVMH (MC.PA)
0.93%0%23.64%5/6/2024
DowDow (DOW)
0.92%0%23.64%5/6/2024
AmgenAmgen (AMGN)
0.91%0%23.64%5/6/2024
ChevronChevron (CVX)
0.91%0%23.64%5/6/2024
VisaVisa (V)
0.91%0%23.64%5/6/2024
VerizonVerizon (VZ)
0.9%0%23.64%5/6/2024
WalgreensWalgreens (WBA)
0.9%0%23.64%5/6/2024
MicrosoftMicrosoft (MSFT)
0.9%0%23.64%5/6/2024
3M3M (MMM)
0.89%0%23.64%5/6/2024
ADPADP (ADP)
0.88%0%23.64%5/6/2024
L'OréalL'Oréal (OR.PA)
0.87%0%23.64%5/6/2024
Coca-ColaCoca-Cola (KO)
0.87%0%23.64%5/6/2024
Philip MorrisPhilip Morris (PM)
0.85%0%23.64%5/6/2024
TidewaterTidewater (TDW)
0.82%0%14.18%9/16/2025
LKQLKQ (LKQ)
0.62%0%16.91%5/6/2024
MasterCraftMasterCraft (MCFT)
0.62%0%18.62%5/6/2024
Berry PlasticsBerry Plastics (BERY)
0.54%0%16.91%5/6/2024
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.16%0%1.29%12/1/2023
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.1%0%1%12/1/2023
SolventumSolventum (SOLV)
0.02%0%4.44%5/3/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Gambling.comGambling.com (GAMB)
6.65%11.92%
Hello GroupHello Group (MOMO)
8.32%11.3%
BaiduBaidu (BIDU)
10.83%10.32%
IturanIturan (ITRN)
9.1%10.16%
DanaosDanaos (DAC)
10.38%10.15%
Grand Canyon EducationGrand Canyon Education (LOPE)
9.59%10.08%
AlibabaAlibaba (BABA)
10.83%9.91%
MedifastMedifast (MED.US)
13.03%9.81%
Alpha MetallurgicalAlpha Metallurgical (AMR)
10.83%8.55%
Semler ScientificSemler Scientific (SMLR)
10.41%7.77%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments