Portfolio Diversification
Range
Most Diversified
180 instruments
January 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
84.6 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
MSFT99.87%
BAC99.87%
HPQ99.87%
IBM99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 gaspersopi | 17% | 0% | 79.15% | 8/28/2024 |
 Wesl3y | 14.73% | 0% | 79.15% | 8/28/2024 |
 DeanFredericks | 7.46% | 0% | 79.02% | 8/27/2024 |
 YieldKing | 7.22% | 0% | 79.02% | 8/27/2024 |
 rubymza | 6.57% | 0% | 79.02% | 8/27/2024 |
 JeppeKirkBonde | 5.69% | 0% | 79.15% | 8/28/2024 |
 Bitcoin (BTC) | 2.45% | 0% | 99.87% | 2/1/2025 |
 Alibaba (BABA) | 2.01% | 0% | 99.87% | 2/1/2025 |
 3M (MMM) | 1.29% | 0% | 99.87% | 2/1/2025 |
 PayPal (PYPL) | 1.18% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 1.18% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1.1% | 0% | 99.87% | 2/1/2025 |
| Bank of America (BAC) | 0.99% | 0% | 99.87% | 2/1/2025 |
 GM (GM) | 0.73% | 0% | 93.89% | 12/18/2024 |
| Alphabet (GOOG) | 0.71% | 0% | 99.87% | 2/1/2025 |
 Kraft Heinz (KHC) | 0.69% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 0.68% | 0% | 99.87% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.63% | 0% | 99.87% | 2/1/2025 |
 Amazon (AMZN) | 0.56% | 0% | 70.52% | 2/1/2025 |
 Coca-Cola (KO) | 0.55% | 0% | 99.87% | 2/1/2025 |
 Nio (NIO) | 0.53% | 0% | 69.99% | 6/20/2024 |
 Warner Bros Discovery (WBD) | 0.51% | 0% | 85.39% | 10/15/2024 |
| IBM (IBM) | 0.47% | 0% | 99.87% | 2/1/2025 |
 Goldman Sachs (GS) | 0.45% | 0% | 20.85% | 2/1/2025 |
 Palantir (PLTR) | 0.45% | 0% | 43.82% | 12/4/2023 |
 Plus500 (PLUS.L) | 0.44% | 0% | 99.87% | 2/1/2025 |
 Credit Agricole (ACA.PA) | 0.43% | 0% | 99.87% | 2/1/2025 |
 Barrick (GOLD.BARRICK) | 0.42% | 0% | 81.41% | 12/9/2024 |
 Airbnb (ABNB) | 0.4% | 0% | 92.03% | 12/4/2024 |
 Dow (DOW) | 0.4% | 0% | 81.67% | 9/19/2024 |
 AMD (AMD) | 0.38% | 0% | 99.87% | 2/1/2025 |
| HP (HPQ) | 0.38% | 0% | 99.87% | 2/1/2025 |
 Waste Management (WM) | 0.38% | 0% | 39.84% | 2/1/2025 |
 Apple (AAPL) | 0.37% | 0% | 72.24% | 2/1/2025 |
 Stride (LRN) | 0.36% | 0% | 20.85% | 2/1/2025 |
 Occidental (OXY) | 0.34% | 0% | 74.5% | 12/13/2024 |
 Great Lakes (GLDD) | 0.33% | 0% | 20.85% | 2/1/2025 |
 Axon (AXON) | 0.33% | 0% | 16.87% | 1/2/2025 |
 Douyu (DOYU) | 0.33% | 0% | 96.95% | 1/10/2025 |
 Meta (META) | 0.32% | 0% | 68.79% | 2/1/2025 |
 Baxter (BAX) | 0.32% | 0% | 39.71% | 11/14/2024 |
 MercadoLibre (MELI) | 0.31% | 0% | 99.87% | 2/1/2025 |
 Sprouts (SFM) | 0.29% | 0% | 16.87% | 1/2/2025 |
 Block Inc. (XYZ) | 0.29% | 0% | 99.87% | 2/1/2025 |
 Eaton (ETN) | 0.29% | 0% | 20.85% | 2/1/2025 |
 CyberArk (CYBR) | 0.27% | 0% | 20.85% | 2/1/2025 |
 Micron (MU) | 0.27% | 0% | 99.87% | 2/1/2025 |
 Freshpet (FRPT) | 0.26% | 0% | 16.87% | 1/2/2025 |
 Badger Meter (BMI) | 0.25% | 0% | 16.87% | 1/2/2025 |
 Ollie's (OLLI) | 0.25% | 0% | 16.87% | 1/2/2025 |
 Twilio (TWLO) | 0.25% | 0% | 99.87% | 2/1/2025 |
 e.l.f. (ELF) | 0.24% | 0% | 20.85% | 2/1/2025 |
 JD.com (JD.US) | 0.23% | 0% | 18.99% | 2/1/2025 |
 BAT (BATS.L) | 0.23% | 0% | 55.91% | 2/1/2025 |
 Iberdrola (IBE.MC) | 0.21% | 0% | 93.23% | 12/13/2024 |
 Nasdaq (NDAQ) | 0.21% | 0% | 39.84% | 2/1/2025 |
 Philips (PHIA.NV) | 0.21% | 0% | 99.87% | 2/1/2025 |
 AbbVie (ABBV) | 0.2% | 0% | 99.2% | 2/1/2025 |
 Rockwool (ROCKB.CO) | 0.19% | 0% | 90.31% | 11/29/2024 |
 NVIDIA (NVDA) | 0.18% | 0% | 32.8% | 2/1/2025 |
 Skyworks (SWKS) | 0.18% | 0% | 89.77% | 11/27/2024 |
 SPDR Gold (GLD) | 0.17% | 0% | 37.18% | 11/5/2024 |
 Okta (OKTA) | 0.17% | 0% | 19.79% | 2/1/2025 |
 Sirius XM (SIRI) | 0.17% | 0% | 36.92% | 12/13/2024 |
 ASML (ASML) | 0.16% | 0% | 96.02% | 2/1/2025 |
 Ford (F) | 0.16% | 0% | 99.87% | 2/1/2025 |
 Paramount (PARA) | 0.15% | 0% | 70.92% | 6/27/2024 |
 Ethereum (ETH) | 0.15% | 0% | 56.18% | 3/7/2024 |
 Cemex (CX) | 0.15% | 0% | 70.52% | 11/27/2024 |
 Sony (SONY) | 0.13% | 0% | 93.23% | 12/13/2024 |
 Vistra (VST) | 0.13% | 0% | 19.79% | 2/1/2025 |
 AppLovin (APP) | 0.12% | 0% | 17.26% | 1/7/2025 |
 L'Oréal (OR.PA) | 0.12% | 0% | 87.65% | 11/29/2024 |
 Logista (LOG.MC) | 0.11% | 0% | 15.01% | 12/13/2024 |
 Dell (DELL) | 0.11% | 0% | 10.49% | 2/1/2025 |
 ZEPP Health (ZEPP) | 0.11% | 0% | 58.57% | 3/25/2024 |
 MasTec (MTZ) | 0.11% | 0% | 7.97% | 2/1/2025 |
 Sea (SE) | 0.11% | 0% | 96.68% | 1/8/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.11% | 0% | 37.32% | 10/16/2023 |
 GoPro (GPRO) | 0.1% | 0% | 66.93% | 5/27/2024 |
 Intel (INTC) | 0.1% | 0% | 21.78% | 2/1/2025 |
 Glencore (GLEN.L) | 0.1% | 0% | 80.61% | 12/18/2024 |
 Raytheon (RTX) | 0.09% | 0% | 24.44% | 2/1/2025 |
 Unity (U) | 0.09% | 0% | 20.72% | 2/1/2025 |
 Spotify (SPOT) | 0.09% | 0% | 20.72% | 2/1/2025 |
 iShares Semiconductor ETF (SOXX) | 0.09% | 0% | 27.09% | 2/1/2025 |
 Credo (CRDO) | 0.09% | 0% | 3.98% | 2/1/2025 |
 Comfort Systems USA (FIX) | 0.09% | 0% | 20.58% | 2/1/2025 |
 Wabtec (WAB) | 0.09% | 0% | 3.98% | 2/1/2025 |
 Abercrombie & Fitch (ANF) | 0.09% | 0% | 18.59% | 2/1/2025 |
 Mr Cooper (COOP) | 0.09% | 0% | 14.61% | 2/1/2025 |
 AMSC (AMSC) | 0.09% | 0% | 18.73% | 2/1/2025 |
 Liberty SiriusXM (LSXMK) | 0.09% | 0% | 22.31% | 9/11/2024 |
 Applied Industrial Technologies (AIT) | 0.09% | 0% | 3.98% | 2/1/2025 |
 Paycom (PAYC) | 0.09% | 0% | 20.72% | 2/1/2025 |
 Primo Water (PRMB) | 0.09% | 0% | 3.98% | 2/1/2025 |
 iShares Edge MSCI USA Quality (QUAL) | 0.09% | 0% | 19.39% | 2/1/2025 |
 JPMorgan (JPM) | 0.09% | 0% | 20.85% | 2/1/2025 |
 Shell (SHEL) | 0.09% | 0% | 13.68% | 12/9/2024 |
 Iron Mountain (IRM) | 0.08% | 0% | 3.98% | 2/1/2025 |
 Energy Select Sector SPDR (XLE) | 0.08% | 0% | 19.39% | 2/1/2025 |
 iShares Preferred & Income Sec (PFF) | 0.08% | 0% | 18.59% | 2/1/2025 |
 Expedia (EXPE) | 0.08% | 0% | 88.58% | 2/1/2025 |
 Coherent (COHR) | 0.08% | 0% | 3.98% | 2/1/2025 |
 Skyward Specialty (SKWD) | 0.08% | 0% | 19.65% | 2/1/2025 |
 BlackRock (BLK) | 0.08% | 0% | 14.87% | 12/18/2024 |
 UnitedHealth (UNH) | 0.08% | 0% | 20.85% | 2/1/2025 |
 Shell (SHEL.L) | 0.08% | 0% | 83.13% | 12/9/2024 |
 Atlassian (TEAM) | 0.08% | 0% | 33.2% | 9/14/2023 |
 Santander (SAN.MC) | 0.08% | 0% | 83.67% | 12/13/2024 |
 Disney (DIS) | 0.08% | 0% | 91.1% | 2/1/2025 |
 iShares Core Dividend Growth ETF (DGRO) | 0.08% | 0% | 13.55% | 2/1/2025 |
 Corsair (CRSR) | 0.08% | 0% | 79.15% | 8/28/2024 |
 Couchbase (BASE) | 0.07% | 0% | 15.14% | 2/1/2025 |
 Consumer Discret Select Sector SPDR (XLY) | 0.07% | 0% | 13.28% | 2/1/2025 |
 Canadian Solar (CSIQ) | 0.07% | 0% | 75.43% | 9/19/2024 |
 ServiceNow (NOW) | 0.07% | 0% | 17.53% | 1/8/2025 |
 Lockheed Martin (LMT) | 0.07% | 0% | 20.85% | 2/1/2025 |
 Qifu Technology (QFIN) | 0.06% | 0% | 14.74% | 12/18/2024 |
 BioMarin (BMRN) | 0.06% | 0% | 20.58% | 2/1/2025 |
 H&R Block (HRB) | 0.06% | 0% | 19.79% | 2/1/2025 |
 Citi (C) | 0.06% | 0% | 14.87% | 12/18/2024 |
 MicroStrategy (MSTR) | 0.06% | 0% | 56.44% | 8/19/2024 |
 Norwegian Cruise Line (NCLH) | 0.06% | 0% | 15.27% | 2/1/2025 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.06% | 0% | 17.4% | 2/1/2025 |
 Cheniere (LNG) | 0.06% | 0% | 15.01% | 2/1/2025 |
 Innodata (INOD) | 0.06% | 0% | 20.58% | 2/1/2025 |
 GE (GE) | 0.06% | 0% | 20.85% | 2/1/2025 |
 iShares Core High Dividend ETF (HDV) | 0.06% | 0% | 16.73% | 2/1/2025 |
 Arcosa (ACA.US) | 0.06% | 0% | 15.14% | 2/1/2025 |
 Aon (AON) | 0.06% | 0% | 15.14% | 2/1/2025 |
 DaVita (DVA) | 0.05% | 0% | 14.74% | 12/18/2024 |
 SkyWater (SKYT) | 0.05% | 0% | 8.37% | 11/14/2024 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.05% | 0% | 13.28% | 2/1/2025 |
 Vanguard Value ETF (VTV) | 0.05% | 0% | 13.28% | 2/1/2025 |
 Vanguard Small-Cap Value ETF (VBR) | 0.05% | 0% | 13.28% | 2/1/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.05% | 0% | 13.28% | 2/1/2025 |
 Vanguard Information Technology (VGT) | 0.05% | 0% | 13.28% | 2/1/2025 |
 Mission Produce (AVO) | 0.05% | 0% | 16.07% | 2/1/2025 |
 Cantaloupe (CTLP) | 0.05% | 0% | 17.13% | 2/1/2025 |
 Visa (V) | 0.05% | 0% | 20.85% | 2/1/2025 |
 Swiss Re (SREN.ZU) | 0.05% | 0% | 14.21% | 12/13/2024 |
 Carnival (CCL) | 0.05% | 0% | 11.82% | 2/1/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.05% | 0% | 14.21% | 12/30/2024 |
 BRF (BRFS) | 0.05% | 0% | 16.07% | 2/1/2025 |
 Astronics (ATRO) | 0.05% | 0% | 8.76% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.05% | 0% | 17.66% | 1/8/2025 |
 Waste Connections (WCN) | 0.05% | 0% | 15.8% | 2/1/2025 |
 AGNC (AGNC) | 0.05% | 0% | 7.3% | 10/22/2024 |
 Blacksky (BKSY) | 0.04% | 0% | 12.62% | 2/1/2025 |
 MKS (MKSI) | 0.04% | 0% | 12.62% | 2/1/2025 |
 Zoom (ZM) | 0.04% | 0% | 14.08% | 2/1/2025 |
 Lightspeed (LSPD) | 0.04% | 0% | 12.35% | 2/1/2025 |
 Genuine Parts (GPC) | 0.04% | 0% | 12.62% | 2/1/2025 |
 Tactile Systems (TCMD) | 0.04% | 0% | 10.49% | 2/1/2025 |
 American Airlines (AAL) | 0.04% | 0% | 9.56% | 2/1/2025 |
 NextEra (NEE) | 0.04% | 0% | 17.66% | 1/8/2025 |
 LVMH (MC.PA) | 0.04% | 0% | 37.05% | 1/8/2025 |
 Alkami Tech (ALKT) | 0.04% | 0% | 19.79% | 2/1/2025 |
 OneSpan (OSPN) | 0.04% | 0% | 19.79% | 2/1/2025 |
 Powerfleet (AIOT) | 0.04% | 0% | 7.3% | 1/13/2025 |
 Adobe (ADBE) | 0.04% | 0% | 12.88% | 2/1/2025 |
 Bristol-Myers Squibb (BMY) | 0.04% | 0% | 11.69% | 2/1/2025 |
 Capital One (COF) | 0.04% | 0% | 10.49% | 1/18/2024 |
 Zumiez (ZUMZ) | 0.04% | 0% | 12.88% | 12/13/2024 |
 Schindler (SCHP.ZU) | 0.04% | 0% | 29.75% | 1/8/2025 |
 iShares Core S&P 500 ETF (IVV) | 0.04% | 0% | 9.16% | 11/5/2024 |
 Allegion (ALLE) | 0.04% | 0% | 20.58% | 2/1/2025 |
 Sterling (STRL.US) | 0.04% | 0% | 10.89% | 2/1/2025 |
 Xperi (XPER) | 0.04% | 0% | 14.34% | 2/1/2025 |
 MillerKnoll (MLKN) | 0.04% | 0% | 10.49% | 2/1/2025 |
 Rigetti (RGTI) | 0.04% | 0% | 5.84% | 2/1/2025 |
 Nice (NICE) | 0.04% | 0% | 10.49% | 2/1/2025 |
 Vital Farms (VITL) | 0.03% | 0% | 15.8% | 12/27/2024 |
 Starbucks (SBUX) | 0.03% | 0% | 17.26% | 11/5/2024 |
 Best Buy (BBY) | 0.03% | 0% | 9.56% | 2/1/2025 |
 Dominion Energy (D) | 0.03% | 0% | 14.34% | 2/1/2025 |
 iShares MSCI India ETF (INDA) | 0.03% | 0% | 9.16% | 11/5/2024 |
 Seagate (STX.US) | 0.03% | 0% | 16.87% | 2/1/2025 |
 Otis (OTIS) | 0.03% | 0% | 26.29% | 12/13/2024 |
 EZCORP (EZPW) | 0.03% | 0% | 9.43% | 2/1/2025 |
 Yext (YEXT) | 0.03% | 0% | 9.03% | 12/11/2024 |
 Uber (UBER) | 0.03% | 0% | 9.56% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.03% | 0% | 9.16% | 11/5/2024 |
 UHS (UHS) | 0.03% | 0% | 20.58% | 2/1/2025 |
 Rio Tinto (RIO) | 0.03% | 0% | 12.35% | 11/29/2024 |
 Manitowoc (MTW) | 0.03% | 0% | 11.29% | 2/1/2025 |
 BigCommerce (BIGC) | 0.03% | 0% | 6.37% | 1/13/2025 |
 Fortinet (FTNT) | 0.03% | 0% | 8.1% | 2/1/2025 |
 Broadcom (AVGO) | 0.03% | 0% | 8.5% | 2/1/2025 |
 Agnico Eagle (AEM) | 0.03% | 0% | 10.89% | 2/1/2025 |
 MPLX (MPLX) | 0.03% | 0% | 11.42% | 1/8/2025 |
 M/I Homes (MHO) | 0.03% | 0% | 11.02% | 12/13/2024 |
 Unisys (UIS) | 0.03% | 0% | 11.02% | 12/31/2024 |
 Donnelley Financial Solutions (DFIN) | 0.03% | 0% | 10.89% | 2/1/2025 |
 Intapp (INTA) | 0.03% | 0% | 12.75% | 1/8/2025 |
 IIPR (IIPR) | 0.03% | 0% | 5.18% | 12/23/2024 |
 Schneider Electric (SU.PA) | 0.03% | 0% | 14.21% | 12/13/2024 |
 American Tower (AMT) | 0.03% | 0% | 38.65% | 12/18/2024 |
 iShares Silver Trust (SLV) | 0.03% | 0% | 9.16% | 11/5/2024 |
 Clear (YOU) | 0.03% | 0% | 12.48% | 2/1/2025 |
 Novo-Nordisk (NVO) | 0.02% | 0% | 7.44% | 10/31/2024 |
 IGM Biosciences (IGMS) | 0.02% | 0% | 10.23% | 11/21/2024 |
 Iamgold (IAG) | 0.02% | 0% | 5.98% | 12/13/2024 |
 Collegium (COLL) | 0.02% | 0% | 7.3% | 11/21/2024 |
 Howmet Aerospace (HWM) | 0.02% | 0% | 23.37% | 2/1/2025 |
 Weave (WEAV) | 0.02% | 0% | 7.44% | 1/3/2025 |
 Global X Uranium ETF (URA) | 0.02% | 0% | 6.24% | 10/16/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.02% | 0% | 4.38% | 2/1/2025 |
 Zurn Elkay (ZWS) | 0.02% | 0% | 10.23% | 12/13/2024 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.02% | 0% | 7.57% | 11/5/2024 |
 Zuora (ZUO) | 0.02% | 0% | 6.51% | 11/7/2024 |
 Immersion (IMMR) | 0.02% | 0% | 12.62% | 12/9/2024 |
 Gap (GAP) | 0.02% | 0% | 8.1% | 12/17/2024 |
 iShares Core MSCI Europe ETF (IEUR) | 0.02% | 0% | 9.16% | 11/5/2024 |
 Cardinal Health (CAH) | 0.02% | 0% | 8.5% | 2/1/2025 |
| 0.02% | 0% | 2.12% | 1/17/2023 | |
 Amgen (AMGN) | 0.02% | 0% | 8.5% | 2/1/2025 |
 Parsons (PSN.US) | 0.02% | 0% | 8.23% | 1/8/2025 |
 Gilat (GILT) | 0.02% | 0% | 7.97% | 2/1/2025 |
 Home Depot (HD) | 0.02% | 0% | 8.5% | 2/1/2025 |
 Duke Energy (DUK) | 0.02% | 0% | 8.5% | 2/1/2025 |
 HCA (HCA) | 0.02% | 0% | 12.75% | 1/8/2025 |
 Instacart (CART) | 0.02% | 0% | 6.64% | 2/1/2025 |
 Vertiv (VRT) | 0.02% | 0% | 10.49% | 2/1/2025 |
 Mercury (MRCY) | 0.02% | 0% | 21.25% | 1/8/2025 |
 Applied Materials (AMAT) | 0.02% | 0% | 6.64% | 2/1/2025 |
 Booz Allen (BAH) | 0.02% | 0% | 8.1% | 1/29/2025 |
 Plains GP (PAGP) | 0.02% | 0% | 7.97% | 12/13/2024 |
 Qualcomm (QCOM) | 0.02% | 0% | 6.64% | 2/1/2025 |
 Interactive Brokers (IBKR) | 0.02% | 0% | 4.78% | 10/3/2024 |
 Emcor (EME) | 0.02% | 0% | 6.77% | 2/1/2025 |
 DoorDash (DASH.US) | 0.02% | 0% | 6.77% | 2/1/2025 |
 TJX (TJX) | 0.02% | 0% | 6.77% | 2/1/2025 |
 Valmont (VMI) | 0.02% | 0% | 7.3% | 11/21/2024 |
 Health Catalyst (HCAT) | 0.02% | 0% | 7.57% | 12/19/2024 |
 Similarweb (SMWB) | 0.02% | 0% | 8.1% | 12/3/2024 |
 Ceragon (CRNT) | 0.02% | 0% | 6.91% | 2/1/2025 |
 Pure Storage (PSTG) | 0.02% | 0% | 5.84% | 2/1/2025 |
 Builders FirstSource (BLDR) | 0.02% | 0% | 6.64% | 2/1/2025 |
 Louisiana-Pacific (LPX) | 0.02% | 0% | 7.7% | 1/8/2025 |
 Virco (VIRC) | 0.02% | 0% | 8.5% | 11/8/2024 |
 ADT (ADT) | 0.01% | 0% | 7.3% | 1/8/2025 |
 Teledyne (TDY) | 0.01% | 0% | 21.25% | 1/8/2025 |
 Accel Entertainment (ACEL) | 0.01% | 0% | 5.05% | 1/13/2025 |
 Vertex (VRTX) | 0.01% | 0% | 4.78% | 2/1/2025 |
 Booking (BKNG) | 0.01% | 0% | 5.05% | 2/1/2025 |
 Solventum (SOLV) | 0.01% | 0% | 5.84% | 5/16/2024 |
 Hubbell (HUBB) | 0.01% | 0% | 6.11% | 2/1/2025 |
 Veeco (VECO) | 0.01% | 0% | 7.44% | 10/25/2024 |
 Intuitive Surgical (ISRG) | 0.01% | 0% | 6.64% | 2/1/2025 |
 MTU Aero Engines (MTX.DE) | 0.01% | 0% | 17.66% | 12/13/2024 |
 Texas Instruments (TXN) | 0.01% | 0% | 21.25% | 1/8/2025 |
 Crowdstrike (CRWD) | 0.01% | 0% | 4.25% | 2/1/2025 |
 Casey's (CASY) | 0.01% | 0% | 4.38% | 2/1/2025 |
 Kyndryl (KD) | 0.01% | 0% | 3.98% | 2/1/2025 |
 PCA (PKG) | 0.01% | 0% | 4.78% | 1/8/2025 |
 Paycor (PYCR) | 0.01% | 0% | 4.78% | 2/1/2025 |
 Kinsale (KNSL) | 0.01% | 0% | 4.25% | 2/1/2025 |
 Northrop Grumman (NOC) | 0.01% | 0% | 15.41% | 11/25/2024 |
 Newmont (NEM) | 0.01% | 0% | 2.92% | 12/6/2024 |
 Dassault Aviation (AM.PA) | 0.01% | 0% | 17.66% | 12/13/2024 |
 Oceaneering (OII) | 0.01% | 0% | 5.58% | 10/17/2024 |
 Appian (APPN) | 0.01% | 0% | 3.85% | 2/1/2025 |
 KBR (KBR) | 0.01% | 0% | 17.8% | 12/13/2024 |
 Simulations Plus (SLP) | 0.01% | 0% | 4.25% | 1/13/2025 |
 MAG Silver (MAG) | 0.01% | 0% | 3.59% | 11/21/2024 |
 Navitas Semiconductor (NVTS) | 0.01% | 0% | 4.65% | 1/13/2025 |
 Kratos (KTOS) | 0.01% | 0% | 13.94% | 11/14/2024 |
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 0.01% | 0% | 3.59% | 2/1/2025 |
 Energy Transfer (ET) | 0.01% | 0% | 3.45% | 1/8/2025 |
 Bitfarms (BITF) | 0.01% | 0% | 3.32% | 11/11/2024 |
 Prosus (PRX.NV) | 0.01% | 0% | 3.72% | 10/13/2023 |
 Outbrain (OB) | 0.01% | 0% | 3.59% | 1/13/2025 |
 Vita Coco (COCO) | 0.01% | 0% | 3.98% | 10/4/2024 |
 Tidewater (TDW) | 0.01% | 0% | 5.18% | 11/19/2024 |
 Myomo (MYO) | 0.01% | 0% | 3.32% | 2/1/2025 |
 Qorvo (QRVO) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Royal Caribbean (RCL) | 0.01% | 0% | 3.32% | 2/1/2025 |
 TSMC (TSM) | 0.01% | 0% | 3.45% | 1/8/2025 |
 Insight Enterprises (NSIT.US) | 0.01% | 0% | 3.19% | 2/1/2025 |
 McDonald's (MCD) | 0.01% | 0% | 1.99% | 9/19/2024 |
 Gartner (IT) | 0.01% | 0% | 3.19% | 2/1/2025 |
 KLA (KLAC) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Huron (HURN) | 0.01% | 0% | 2.92% | 1/2/2025 |
 Alarm.com (ALRM) | 0.01% | 0% | 3.05% | 1/2/2025 |
 Antero Midstream (AM) | 0.01% | 0% | 2.66% | 1/2/2025 |
 GitLab (GTLB) | 0.01% | 0% | 2.39% | 2/1/2025 |
 Monolithic Power (MPWR) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Laureate (LAUR) | 0.01% | 0% | 2.66% | 1/2/2025 |
 Western Midstream (WES) | 0.01% | 0% | 2.66% | 1/2/2025 |
 Microchip (MCHP) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Axcelis (ACLS) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Cirrus Logic (CRUS) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Universal Display (OLED) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Teradyne (TER) | 0.01% | 0% | 3.19% | 2/1/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.01% | 0% | 9.16% | 11/5/2024 |
 Delta (DAL) | 0.01% | 0% | 2.39% | 2/1/2025 |
 Argan (AGX) | 0.01% | 0% | 2.92% | 2/1/2025 |
 Enphase (ENPH) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Estee Lauder (EL) | 0.01% | 0% | 3.98% | 9/26/2024 |
 Urban Outfitters (URBN) | 0.01% | 0% | 2.92% | 2/1/2025 |
 National Fuel (NFG) | 0.01% | 0% | 3.45% | 1/8/2025 |
 Construction Partners (ROAD) | 0.01% | 0% | 3.45% | 1/8/2025 |
 Equinix (EQIX) | 0.01% | 0% | 3.05% | 9/26/2024 |
 Daktronics (DAKT) | 0.01% | 0% | 2.92% | 9/26/2024 |
 JFrog (FROG) | 0.01% | 0% | 1.99% | 2/1/2025 |
 Magnolia (MGY) | 0.01% | 0% | 2.66% | 1/2/2025 |
 ExxonMobil (XOM) | 0% | 0% | 1.33% | 12/9/2024 |
 Ionq (IONQ) | 0% | 0% | 2.12% | 2/1/2025 |
 Iris Energy (IREN) | 0% | 0% | 1.99% | 12/27/2024 |
 Ses Ai (SES) | 0% | 0% | 1.73% | 1/13/2025 |
 Icahn Enterprises (IEP) | 0% | 0% | 23.64% | 8/27/2024 |
 Tempus AI Inc (TEM.US) | 0% | 0% | 1.86% | 9/12/2024 |
 Custom Truck (CTOS) | 0% | 0% | 1.33% | 2/1/2025 |
 Meituan (03690.HK) | 0% | 0% | 5.71% | 5/12/2023 |
 Orion Group (ORN) | 0% | 0% | 0.4% | 2/1/2025 |
 Amphenol (APH) | 0% | 0% | 0.27% | 2/1/2025 |
 Core & Main (CNM) | 0% | 0% | 0.27% | 2/1/2025 |
 Welltower (WELL) | 0% | 0% | 0.13% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 1.62% | 2.9% |
| Axon (AXON) | 1.56% | 2.36% |
| Alibaba (BABA) | 3.39% | 2.2% |
| Goldman Sachs (GS) | 2.06% | 2.14% |
| 3M (MMM) | 1.68% | 1.92% |
| Eaton (ETN) | 1.83% | 1.86% |
| PayPal (PYPL) | 1.86% | 1.85% |
| Stride (LRN) | 1.56% | 1.84% |
| Sprouts (SFM) | 1.56% | 1.79% |
| Berkshire Hathaway (BRK.B) | 1.56% | 1.78% |
| CyberArk (CYBR) | 1.56% | 1.72% |
| Ollie's (OLLI) | 1.56% | 1.66% |
| Great Lakes (GLDD) | 1.56% | 1.6% |
| Freshpet (FRPT) | 1.56% | 1.58% |
| Badger Meter (BMI) | 1.56% | 1.5% |
| e.l.f. (ELF) | 1.83% | 1.48% |
| Microsoft (MSFT) | 1.58% | 1.47% |
| Bank of America (BAC) | 1.02% | 1.34% |
| Bitcoin (BTC) | 0.47% | 1.28% |
| JD.com (JD.US) | 1.07% | 1.19% |
| Waste Management (WM) | 1.05% | 0.95% |
| MercadoLibre (MELI) | 0.95% | 0.92% |
| Consumer Discret Select Sector SPDR (XLY) | 0.97% | 0.89% |
| Alphabet (GOOG) | 0.58% | 0.8% |
| Volkswagen (VOW3.DE) | 0.88% | 0.79% |
| Kraft Heinz (KHC) | 0.92% | 0.7% |
| Micron (MU) | 0.72% | 0.68% |
| Coca-Cola (KO) | 0.68% | 0.66% |
| Vistra (VST) | 0.39% | 0.65% |
| Mr Cooper (COOP) | 0.66% | 0.64% |
| NVIDIA (NVDA) | 0.55% | 0.62% |
| Plus500 (PLUS.L) | 0.56% | 0.61% |
| Nasdaq (NDAQ) | 0.51% | 0.59% |
| Twilio (TWLO) | 0.35% | 0.58% |
| IBM (IBM) | 0.37% | 0.57% |
| Rigetti (RGTI) | 0.32% | 0.56% |
| Powerfleet (AIOT) | 0.58% | 0.55% |
| Schwab US Dividend Equity ETF (SCHD) | 0.58% | 0.54% |
| iShares Core Dividend Growth ETF (DGRO) | 0.58% | 0.54% |
| Norwegian Cruise Line (NCLH) | 0.55% | 0.53% |
| AMD (AMD) | 0.58% | 0.53% |
| Abercrombie & Fitch (ANF) | 0.55% | 0.53% |
| Astronics (ATRO) | 0.58% | 0.52% |
| Douyu (DOYU) | 0.43% | 0.52% |
| iShares Edge MSCI USA Quality (QUAL) | 0.58% | 0.52% |
| iShares Preferred & Income Sec (PFF) | 0.58% | 0.52% |
| Couchbase (BASE) | 0.54% | 0.51% |
| Lockheed Martin (LMT) | 0.58% | 0.5% |
| Energy Select Sector SPDR (XLE) | 0.58% | 0.49% |
| Spotify (SPOT) | 0.39% | 0.48% |
| Unity (U) | 0.39% | 0.47% |
| Cantaloupe (CTLP) | 0.43% | 0.46% |
| Block Inc. (XYZ) | 0.39% | 0.46% |
| Skyward Specialty (SKWD) | 0.39% | 0.45% |
| BigCommerce (BIGC) | 0.58% | 0.45% |
| Paycom (PAYC) | 0.39% | 0.45% |
| Vanguard Value ETF (VTV) | 0.49% | 0.45% |
| Vanguard Dividend Appreciation ETF (VIG) | 0.49% | 0.45% |
| Vanguard Small-Cap Value ETF (VBR) | 0.49% | 0.45% |
| Vanguard Small-Cap Growth ETF (VBK) | 0.49% | 0.45% |
| BAT (BATS.L) | 0.42% | 0.45% |
| American Airlines (AAL) | 0.4% | 0.45% |
| Intel (INTC) | 0.49% | 0.45% |
| Comfort Systems USA (FIX) | 0.39% | 0.44% |
| iShares Semiconductor ETF (SOXX) | 0.49% | 0.44% |
| Vanguard Information Technology (VGT) | 0.49% | 0.44% |
| BioMarin (BMRN) | 0.55% | 0.43% |
| Raytheon (RTX) | 0.48% | 0.43% |
| JPMorgan (JPM) | 0.43% | 0.43% |
| AppLovin (APP) | 0.47% | 0.42% |
| Credit Agricole (ACA.PA) | 0.39% | 0.41% |
| Cheniere (LNG) | 0.39% | 0.4% |
| Tactile Systems (TCMD) | 0.39% | 0.39% |
| AMSC (AMSC) | 0.39% | 0.39% |
| Amazon (AMZN) | 0.33% | 0.39% |
| Blacksky (BKSY) | 0.27% | 0.38% |
| Innodata (INOD) | 0.19% | 0.38% |
| Arcosa (ACA.US) | 0.39% | 0.37% |
| Broadcom (AVGO) | 0.27% | 0.37% |
| Best Buy (BBY) | 0.4% | 0.37% |
| Mission Produce (AVO) | 0.35% | 0.36% |
| Weave (WEAV) | 0.35% | 0.36% |
| Aon (AON) | 0.39% | 0.36% |
| Apple (AAPL) | 0.39% | 0.36% |
| EZCORP (EZPW) | 0.39% | 0.35% |
| Okta (OKTA) | 0.35% | 0.35% |
| Fortinet (FTNT) | 0.39% | 0.35% |
| MillerKnoll (MLKN) | 0.39% | 0.34% |
| Nice (NICE) | 0.39% | 0.34% |
| AbbVie (ABBV) | 0.34% | 0.34% |
| UnitedHealth (UNH) | 0.43% | 0.34% |
| Lightspeed (LSPD) | 0.35% | 0.33% |
| MKS (MKSI) | 0.35% | 0.33% |
| iShares Core High Dividend ETF (HDV) | 0.39% | 0.33% |
| iShares Core S&P Small-Cap ETF (IJR) | 0.39% | 0.33% |
| Bristol-Myers Squibb (BMY) | 0.35% | 0.33% |
| Genuine Parts (GPC) | 0.35% | 0.32% |
| Uber (UBER) | 0.4% | 0.32% |
| Sterling (STRL.US) | 0.39% | 0.31% |
| Zoom (ZM) | 0.29% | 0.31% |
| Dell (DELL) | 0.39% | 0.31% |
| H&R Block (HRB) | 0.39% | 0.3% |
| BRF (BRFS) | 0.35% | 0.3% |
| HP (HPQ) | 0.29% | 0.3% |
| Ses Ai (SES) | 0.29% | 0.28% |
| Xperi (XPER) | 0.27% | 0.28% |
| Expedia (EXPE) | 0.25% | 0.28% |
| Accel Entertainment (ACEL) | 0.35% | 0.27% |
| Instacart (CART) | 0.29% | 0.27% |
| Kinsale (KNSL) | 0.29% | 0.27% |
| Pure Storage (PSTG) | 0.29% | 0.27% |
| Antero Midstream (AM) | 0.29% | 0.27% |
| ServiceNow (NOW) | 0.23% | 0.27% |
| Vertex (VRTX) | 0.29% | 0.27% |
| Manitowoc (MTW) | 0.35% | 0.27% |
| Casey's (CASY) | 0.29% | 0.27% |
| Energy Transfer (ET) | 0.29% | 0.27% |
| Booking (BKNG) | 0.29% | 0.27% |
| Donnelley Financial Solutions (DFIN) | 0.29% | 0.26% |
| Laureate (LAUR) | 0.29% | 0.26% |
| Western Midstream (WES) | 0.29% | 0.26% |
| Crowdstrike (CRWD) | 0.29% | 0.26% |
| Emcor (EME) | 0.29% | 0.26% |
| Applied Materials (AMAT) | 0.29% | 0.26% |
| TJX (TJX) | 0.29% | 0.26% |
| Qualcomm (QCOM) | 0.29% | 0.26% |
| GE (GE) | 0.29% | 0.26% |
| Huron (HURN) | 0.27% | 0.25% |
| Gilat (GILT) | 0.27% | 0.25% |
| DoorDash (DASH.US) | 0.29% | 0.25% |
| MPLX (MPLX) | 0.25% | 0.25% |
| Agnico Eagle (AEM) | 0.27% | 0.25% |
| Visa (V) | 0.23% | 0.25% |
| Intapp (INTA) | 0.19% | 0.24% |
| Outbrain (OB) | 0.27% | 0.24% |
| Ceragon (CRNT) | 0.27% | 0.24% |
| Parsons (PSN.US) | 0.31% | 0.24% |
| MasTec (MTZ) | 0.27% | 0.24% |
| Cardinal Health (CAH) | 0.27% | 0.24% |
| Johnson & Johnson (JNJ) | 0.29% | 0.24% |
| Meta (META) | 0.23% | 0.24% |
| Builders FirstSource (BLDR) | 0.29% | 0.23% |
| PCA (PKG) | 0.27% | 0.23% |
| Dominion Energy (D) | 0.27% | 0.23% |
| Duke Energy (DUK) | 0.27% | 0.23% |
| Amgen (AMGN) | 0.27% | 0.23% |
| Home Depot (HD) | 0.27% | 0.23% |
| OneSpan (OSPN) | 0.19% | 0.22% |
| Simulations Plus (SLP) | 0.27% | 0.22% |
| Alarm.com (ALRM) | 0.27% | 0.22% |
| Philips (PHIA.NV) | 0.14% | 0.22% |
| Waste Connections (WCN) | 0.27% | 0.22% |
| Booz Allen (BAH) | 0.27% | 0.22% |
| Disney (DIS) | 0.23% | 0.22% |
| Paycor (PYCR) | 0.23% | 0.21% |
| Alkami Tech (ALKT) | 0.19% | 0.21% |
| TSMC (TSM) | 0.23% | 0.21% |
| NextEra (NEE) | 0.25% | 0.21% |
| Navitas Semiconductor (NVTS) | 0.27% | 0.2% |
| Magnolia (MGY) | 0.23% | 0.2% |
| Louisiana-Pacific (LPX) | 0.23% | 0.2% |
| Hubbell (HUBB) | 0.23% | 0.2% |
| ADT (ADT) | 0.23% | 0.2% |
| National Fuel (NFG) | 0.19% | 0.18% |
| Construction Partners (ROAD) | 0.19% | 0.17% |
| Seagate (STX.US) | 0.23% | 0.17% |
| Intuitive Surgical (ISRG) | 0.19% | 0.17% |
| Allegion (ALLE) | 0.19% | 0.17% |
| Vertiv (VRT) | 0.19% | 0.16% |
| UHS (UHS) | 0.19% | 0.14% |
| Ford (F) | 0.19% | 0.14% |
| Schindler (SCHP.ZU) | 0.13% | 0.13% |
| ASML (ASML) | 0.14% | 0.13% |
| HCA (HCA) | 0.19% | 0.13% |
| LVMH (MC.PA) | 0.15% | 0.11% |
| Mercury (MRCY) | 0.09% | 0.1% |
| Sea (SE) | 0.06% | 0.1% |
| Howmet Aerospace (HWM) | 0.09% | 0.09% |
| Teledyne (TDY) | 0.07% | 0.07% |
| Texas Instruments (TXN) | 0.06% | 0.05% |