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Fin-Tech
🇬🇧 Software, Financial Services, and Media Services Smart Portfolio.
1,269 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
April 28, 2023
Lowest Cash
May 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
40 instruments
July 15, 2023
Least Diversified
0 instruments
April 28, 2023
Average
36.3 instruments

Most Consistent Holdings

Top 5

avatarFIS
90.97%
avatarINTU
90.97%
avatarXYZ
90.97%
avatarEXPN.L
90.97%
avatarIBKR
90.97%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 2, 2023
Lowest Exposure
April 28, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
41.83%
Technology Services
28.54%
Commercial Services
16.54%
ETFs
8.56%
Retail Trade
2.58%

Top Countries

Top 5

🇺🇸United States
56.35%
🇰🇾Cayman Islands
5.02%
🇬🇧United Kingdom
4.66%
🇨🇳China
4.23%
🇧🇷Brazil
3.59%

Holdings over time

(Since April 28, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
8.56%0%8.56%7/13/2023
RobinhoodRobinhood (HOOD)
3.16%5.52%90.86%-
FutuFutu (FUTU)
2.84%4.91%90.97%-
Interactive BrokersInteractive Brokers (IBKR)
2.82%3.06%90.97%-
NuNu (NU)
2.73%2.98%90.97%-
GuidewireGuidewire (GWRE)
2.7%2.72%90.97%-
TradewebTradeweb (TW)
2.6%2.03%90.97%-
MercadoLibreMercadoLibre (MELI)
2.58%2.89%90.97%-
Q2Q2 (QTWO)
2.58%1.62%90.97%-
ToastToast (TOST)
2.49%2.56%90.97%-
CoinbaseCoinbase (COIN)
2.43%2.54%90.62%-
FISFIS (FIS)
2.38%1.8%90.97%-
Willis Towers WatsonWillis Towers Watson (WTW)
2.34%2.21%90.97%-
ExperianExperian (EXPN.L)
2.32%2.32%90.97%-
IntuitIntuit (INTU)
2.3%2.22%90.97%-
StoneCoStoneCo (STNE)
2.28%4.24%90.97%-
LemonadeLemonade (LMND)
2.26%2.96%90.86%-
Jack HenryJack Henry (JKHY)
2.21%1.95%90.97%-
XPXP (XP)
2.21%3.18%90.97%-
AdyenAdyen (ADYEN.NV)
2.2%2.05%90.97%-
EquifaxEquifax (EFX)
2.12%1.94%90.97%-
AffirmAffirm (AFRM)
2.11%2.79%90.97%-
PayPalPayPal (PYPL)
2.09%1.7%90.74%-
SoFiSoFi (SOFI)
2.06%3.62%90.86%-
LendingClubLendingClub (LC)
2.03%2.17%90.97%-
MarketAxessMarketAxess (MKTX)
1.97%1.68%90.97%-
FinVolutionFinVolution (FINV)
1.95%2.59%71.75%-
UpstartUpstart (UPST)
1.83%2.36%90.97%-
VertexVertex (VERX)
1.82%1%71.63%-
Block Inc.Block Inc. (XYZ)
1.81%1.88%90.97%-
XeroXero (XRO.ASX)
1.67%0%62.13%1/1/2025
WiseWise (WISE.L)
1.57%2.23%71.75%-
BILLBILL (BILL)
1.57%1.17%90.97%-
SS&CSS&C (SSNC)
1.57%0%62.37%1/2/2025
PagseguroPagseguro (PAGS)
1.38%0%62.37%1/2/2025
FlywireFlywire (FLYW)
1.25%1.36%71.75%-
ZhongAnZhongAn (06060.HK)
1.22%0%62.25%1/2/2025
Wolters KluwerWolters Kluwer (WKL.NV)
1.16%1.28%47.83%-
EnvestnetEnvestnet (ENV)
1.12%0%38.8%11/26/2024
NexiNexi (NEXI.MI)
1.08%2.07%47.71%-
IressIress (IRE.ASX)
1.07%0%43.02%1/1/2025
nCinonCino (NCNO)
1.06%1.94%47.83%-
BroadridgeBroadridge (BR)
1.02%0%43.14%1/2/2025
OpendoorOpendoor (OPEN)
0.85%0%62.37%1/2/2025
Allfunds Group PLCAllfunds Group PLC (ALLFG.NV)
0.74%2.46%28.6%-
SapiensSapiens (SPNS)
0.73%3.41%28.6%-
VeriskVerisk (VRSK)
0.72%2.04%28.6%-
EnovaEnova (ENVA)
0.71%2.64%28.6%-
Qifu TechnologyQifu Technology (QFIN)
0.71%1.64%28.6%-
Open LendingOpen Lending (LPRO)
0.37%0%19.23%12/28/2023
Green DotGreen Dot (GDOT)
0.35%0%19.23%12/28/2023
LufaxLufax (LU)
0.35%0%19.23%12/28/2023
Black Knight Inc.Black Knight Inc. (BKI)
0.22%0%7.15%9/15/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
RobinhoodRobinhood (HOOD)
2.38%5.39%
Q2Q2 (QTWO)
2%4.41%
LemonadeLemonade (LMND)
2.95%4.17%
Interactive BrokersInteractive Brokers (IBKR)
2.71%4.12%
VertexVertex (VERX)
2.63%3.83%
ToastToast (TOST)
3.31%3.76%
LendingClubLendingClub (LC)
2.9%3.5%
SoFiSoFi (SOFI)
2.38%2.98%
GuidewireGuidewire (GWRE)
1.9%2.97%
FutuFutu (FUTU)
2.18%2.82%
TradewebTradeweb (TW)
1.96%2.8%
XeroXero (XRO.ASX)
2.84%2.8%
FinVolutionFinVolution (FINV)
2.63%2.66%
PayPalPayPal (PYPL)
2.92%2.63%
CoinbaseCoinbase (COIN)
1.21%2.6%
UpstartUpstart (UPST)
2.62%2.59%
FISFIS (FIS)
2.58%2.58%
Willis Towers WatsonWillis Towers Watson (WTW)
2.55%2.54%
NuNu (NU)
2.53%2.41%
AdyenAdyen (ADYEN.NV)
3.22%2.4%
SS&CSS&C (SSNC)
2.6%2.39%
WiseWise (WISE.L)
2.63%2.32%
AffirmAffirm (AFRM)
0.91%2.31%
IressIress (IRE.ASX)
2.63%2.16%
BroadridgeBroadridge (BR)
2.63%2.14%
MercadoLibreMercadoLibre (MELI)
1.89%2.09%
Jack HenryJack Henry (JKHY)
2.66%2.08%
ExperianExperian (EXPN.L)
2.38%2.03%
Block Inc.Block Inc. (XYZ)
2.38%2%
BILLBILL (BILL)
3.42%1.96%
IntuitIntuit (INTU)
2.01%1.94%
EquifaxEquifax (EFX)
2.38%1.91%
FlywireFlywire (FLYW)
2.63%1.66%
MarketAxessMarketAxess (MKTX)
2.38%1.57%
ZhongAnZhongAn (06060.HK)
3.26%1.28%
PagseguroPagseguro (PAGS)
2.08%0.96%
XPXP (XP)
2.38%0.88%
StoneCoStoneCo (STNE)
1.78%0.83%
OpendoorOpendoor (OPEN)
2.7%0.66%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments