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Portfolio Diversification
Range
Most Diversified
30 instruments
January 30, 2025
Least Diversified
0 instruments
November 12, 2025
Average
15.1 instruments
Most Consistent Holdings
Top 5
VEA72.76%
TVTX68.68%
UNH65%
OPRA64.08%
ARVN62.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 3, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard FTSE Developed Market ETF (VEA) | 7.58% | 11.23% | 72.76% | - |
 Cutting-Edge | 7.03% | 0% | 7.37% | 4/15/2025 |
 OutSmartNSDQ | 4.49% | 0% | 14.87% | 1/29/2025 |
| Travere (TVTX) | 3.93% | 6.55% | 68.68% | - |
| Opera (OPRA) | 3.26% | 4.93% | 64.08% | - |
| UnitedHealth (UNH) | 2.79% | 0% | 65% | 8/28/2026 |
 eToro Group LTD (ETOR) | 2.59% | 4.37% | 46.84% | - |
 Adobe (ADBE) | 2.48% | 4.4% | 59.47% | - |
 Marvell (MRVL) | 2.43% | 6.98% | 37.37% | - |
 Chime Financial Inc (CHYM) | 2.39% | 5.63% | 50.53% | - |
 Spire (SPIR) | 2.31% | 2.42% | 45.92% | - |
 Harmony Biosciences (HRMY) | 2.31% | 0% | 45.92% | 8/28/2026 |
 Momentum-Juul | 2.25% | 0% | 8.16% | 2/18/2025 |
| Arvinas (ARVN) | 2.25% | 0% | 62.24% | 8/28/2026 |
 jmquirozj91 | 1.84% | 0% | 7.5% | 1/23/2025 |
 Fiserv (FISV) | 1.83% | 3.47% | 54.34% | - |
 Stellantis (STLA.US) | 1.75% | 0% | 35.39% | 1/12/2026 |
 Ionq (IONQ) | 1.6% | 3.76% | 38.16% | - |
 Alight (ALIT) | 1.54% | 0.82% | 60% | - |
 NextEra (NEE) | 1.47% | 4.47% | 37.11% | - |
 Innodata (INOD) | 1.45% | 4.3% | 38.16% | - |
 Alphabet (GOOG) | 1.4% | 3.16% | 42.89% | - |
 Celldex (CLDX) | 1.15% | 0% | 23.95% | 11/4/2025 |
 ACV Auctions (ACVA) | 1.13% | 0% | 43.03% | 8/28/2026 |
 Core-Equity | 1.05% | 0% | 3.55% | 11/27/2024 |
 giomeggio | 1.02% | 0% | 4.47% | 1/22/2025 |
 Ceva (CEVA) | 0.98% | 0% | 23.82% | 11/4/2025 |
 Agios (AGIO) | 0.93% | 0% | 21.05% | 10/29/2025 |
 ALTIA-Investment | 0.72% | 0% | 2.11% | 10/25/2024 |
 ExlService (EXLS) | 0.66% | 0% | 16.45% | 9/2/2025 |
 Applied Digital (APLD) | 0.62% | 0% | 16.45% | 8/18/2025 |
 GitLab (GTLB) | 0.54% | 0% | 11.84% | 9/2/2025 |
 Ford (F) | 0.54% | 0% | 8.16% | 6/16/2025 |
 Lululemon (LULU) | 0.52% | 0% | 14.21% | 11/4/2025 |
 Gartner (IT) | 0.51% | 0% | 12.63% | 11/4/2025 |
 Devon Energy (DVN) | 0.5% | 0% | 10.39% | 1/6/2026 |
 Calavo Growers (CVGW) | 0.49% | 0% | 10.79% | 8/12/2025 |
 Meta (CASH) | 0.47% | 0% | 10.79% | 8/12/2025 |
 M/I Homes (MHO) | 0.46% | 0% | 10% | 8/6/2025 |
 Photronics (PLAB) | 0.45% | 5.49% | 8.42% | - |
 Powell Industries (POWL) | 0.42% | 4.75% | 8.42% | - |
 Citi (C) | 0.34% | 0% | 4.47% | 5/19/2025 |
 Blacksky (BKSY) | 0.34% | 0% | 6.84% | 6/26/2025 |
 Disney (DIS) | 0.33% | 0% | 4.08% | 5/16/2025 |
 Upwork (UPWK) | 0.25% | 0% | 5.66% | 9/18/2025 |
 defense_investor | 0.25% | 0% | 0.79% | 11/28/2024 |
 thomaspj | 0.24% | 0% | 0.66% | 10/7/2024 |
 Deutsche Telekom (DTE.DE) | 0.23% | 0% | 2.76% | 5/6/2025 |
 coolingman | 0.2% | 0% | 0.66% | 10/9/2024 |
 Lucid (LCID) | 0.2% | 0% | 4.87% | 5/22/2025 |
 ASGN (EFOR) | 0.17% | 0% | 3.29% | 5/19/2025 |
 Shift4 (FOUR) | 0.16% | 0% | 7.76% | 12/12/2024 |
 FTAI Aviation (FTAI) | 0.15% | 0% | 6.84% | 12/12/2024 |
 PayPal (PYPL) | 0.15% | 0% | 3.82% | 10/1/2025 |
 Cantaloupe (CTLP) | 0.12% | 0% | 3.16% | 5/22/2025 |
 Merck (MRK) | 0.12% | 0% | 6.18% | 2/3/2025 |
 Microsoft (MSFT) | 0.12% | 0% | 2.63% | 2/18/2025 |
 Elevance Health (ELV) | 0.12% | 0% | 5.92% | 2/10/2025 |
 KLA (KLAC) | 0.12% | 0% | 5.26% | 2/10/2025 |
 Goldman Sachs (GS) | 0.11% | 0% | 5% | 12/12/2024 |
 GE Vernova (GEV) | 0.11% | 0% | 5% | 12/12/2024 |
 Toyota (TM) | 0.11% | 0% | 5.26% | 12/16/2024 |
 Semtech (SMTC) | 0.1% | 0% | 3.95% | 5/16/2025 |
 NVIDIA (NVDA) | 0.1% | 0% | 2.63% | 2/18/2025 |
 MicroStrategy (MSTR) | 0.1% | 0% | 2.63% | 2/18/2025 |
 Emcor (EME) | 0.1% | 0% | 4.74% | 12/10/2024 |
 Arista (ANET) | 0.09% | 0% | 4.74% | 11/19/2024 |
 Laureate (LAUR) | 0.09% | 0% | 1.97% | 2/18/2025 |
 Klarna Group plc (KLAR) | 0.09% | 0% | 6.45% | 10/29/2025 |
 HCA (HCA) | 0.08% | 0% | 3.29% | 2/10/2025 |
 Pinterest (PINS) | 0.08% | 0% | 2.11% | 5/14/2025 |
 Cencora (COR) | 0.08% | 0% | 3.29% | 2/10/2025 |
 American Tower (AMT) | 0.08% | 0% | 3.82% | 11/19/2024 |
 Equitable Holdings (EQH) | 0.08% | 0% | 3.29% | 12/12/2024 |
 Applied Materials (AMAT) | 0.08% | 0% | 3.42% | 2/3/2025 |
 Walmart (WMT) | 0.08% | 0% | 3.82% | 12/18/2024 |
 Omnicom (OMC) | 0.07% | 0% | 3.82% | 12/18/2024 |
 Applied Industrial Technologies (AIT) | 0.07% | 0% | 3.68% | 12/17/2024 |
 APi Group (APG) | 0.07% | 0% | 1.84% | 11/4/2024 |
 Charles Schwab (SCHW) | 0.07% | 0% | 3.55% | 12/16/2024 |
 TSMC (TSM) | 0.07% | 0% | 3.68% | 12/17/2024 |
 Affirm (AFRM) | 0.07% | 0% | 2.76% | 11/18/2024 |
 Honda (HMC) | 0.07% | 0% | 3.55% | 12/16/2024 |
 Fortinet (FTNT) | 0.06% | 0% | 2.5% | 2/10/2025 |
 Gilead Sciences (GILD) | 0.06% | 0% | 2.5% | 2/10/2025 |
 Crown Castle (CCI) | 0.06% | 0% | 2.5% | 2/10/2025 |
 IQVIA (IQV) | 0.06% | 0% | 2.5% | 2/10/2025 |
 Monolithic Power (MPWR) | 0.06% | 0% | 2.5% | 2/10/2025 |
 D.R. Horton (DHI) | 0.06% | 0% | 2.5% | 2/10/2025 |
 Microchip (MCHP) | 0.06% | 0% | 2.5% | 2/10/2025 |
 Amphenol (APH) | 0.06% | 0% | 2.89% | 11/19/2024 |
 Broadcom (AVGO) | 0.06% | 0% | 2.76% | 11/4/2024 |
 Pure Storage (P) | 0.06% | 0% | 2.76% | 12/10/2024 |
 Bio-Techne (TECH) | 0.06% | 0% | 2.76% | 12/10/2024 |
 Saia (SAIA) | 0.05% | 0% | 1.32% | 5/5/2025 |
 Visa (V) | 0.05% | 0% | 3.03% | 12/18/2024 |
 Grainger (GWW) | 0.04% | 0% | 2.11% | 12/12/2024 |
 Altair (ALTR) | 0.04% | 0% | 1.84% | 10/28/2024 |
 Genpact (G.US) | 0.04% | 0% | 1.84% | 11/18/2024 |
 Autodesk (ADSK) | 0.04% | 0% | 1.97% | 11/19/2024 |
 Ambarella (AMBA) | 0.04% | 0% | 1.58% | 6/11/2025 |
 American Express (AXP) | 0.04% | 0% | 1.97% | 11/19/2024 |
 Betterware (BWMX) | 0.04% | 0% | 1.97% | 2/11/2025 |
 Appfolio (APPF) | 0.04% | 0% | 1.84% | 11/18/2024 |
 Glaukos (GKOS) | 0.04% | 0% | 1.84% | 12/10/2024 |
 Barclays (BARC.L) | 0.04% | 0% | 2.24% | 11/11/2024 |
 Raymond James (RJF) | 0.04% | 0% | 1.58% | 2/10/2025 |
 Bristol-Myers Squibb (BMY) | 0.04% | 0% | 1.58% | 2/3/2025 |
 Prologis (PLD) | 0.04% | 0% | 1.58% | 2/3/2025 |
 Evercore (EVR) | 0.04% | 0% | 1.84% | 11/4/2024 |
 Pacific Premier (PPBI) | 0.04% | 0% | 1.71% | 4/28/2025 |
 GE HealthCare (GEHC) | 0.04% | 0% | 1.58% | 2/3/2025 |
 Equifax (EFX) | 0.04% | 0% | 1.58% | 2/3/2025 |
 Endava (DAVA) | 0.04% | 0% | 1.05% | 5/22/2025 |
 Lennar (LEN) | 0.04% | 0% | 1.58% | 2/3/2025 |
 Regeneron (REGN) | 0.04% | 0% | 1.58% | 2/3/2025 |
 Comfort Systems USA (FIX) | 0.04% | 0% | 1.84% | 12/10/2024 |
 AES (AES) | 0.04% | 0% | 0.92% | 12/17/2024 |
 First Watch (FWRG) | 0.04% | 0% | 1.18% | 5/15/2025 |
 American Airlines (AAL) | 0.04% | 0% | 1.84% | 11/4/2024 |
 China Railway (0390.HK) | 0.03% | 0% | 1.58% | 4/28/2025 |
 Vale (VALE) | 0.03% | 0% | 1.71% | 11/6/2024 |
 Wise (WISE.L) | 0.03% | 0% | 1.58% | 11/6/2024 |
 Matador (MTDR) | 0.03% | 0% | 1.71% | 11/6/2024 |
 Cos_viv | 0.03% | 0% | 0.13% | 12/19/2024 |
 McKesson (MCK) | 0.03% | 0% | 1.05% | 2/10/2025 |
 Chart (GTLS) | 0.03% | 0% | 1.32% | 12/12/2024 |
 Tidewater (TDW) | 0.03% | 0% | 1.84% | 12/18/2024 |
 gauravk_in | 0.03% | 0% | 0.13% | 10/9/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 0.03% | 0% | 0.79% | 2/17/2025 |
 Old Dominion (ODFL) | 0.03% | 0% | 0.92% | 2/10/2025 |
 GSK (GSK.L) | 0.03% | 0% | 1.58% | 11/6/2024 |
 AbbVie (ABBV) | 0.02% | 0% | 0.92% | 2/10/2025 |
 Intuit (INTU) | 0.02% | 0% | 0.92% | 2/10/2025 |
 Vistra (VST) | 0.02% | 0% | 0.79% | 12/18/2024 |
 Lockheed Martin (LMT) | 0.02% | 0% | 0.92% | 2/10/2025 |
 Las Vegas Sands (LVS) | 0.02% | 0% | 0.92% | 2/10/2025 |
 Globant (GLOB) | 0.02% | 0% | 0.66% | 5/21/2025 |
 Chemed (CHE) | 0.02% | 0% | 0.92% | 10/21/2024 |
 Accenture (ACN) | 0.02% | 0% | 0.92% | 11/18/2024 |
 GXO Logistics (GXO) | 0.02% | 0% | 0.92% | 10/21/2024 |
 ASML (ASML) | 0.02% | 0% | 0.92% | 11/18/2024 |
 Andrea_e | 0.02% | 0% | 0.13% | 2/13/2025 |
 Cardinal Health (CAH) | 0.02% | 0% | 0.79% | 12/18/2024 |
 A O Smith (AOS) | 0.02% | 0% | 0.92% | 10/21/2024 |
 F5 (FFIV) | 0.02% | 0% | 0.92% | 10/21/2024 |
 Flex (FLEX) | 0.02% | 0% | 0.92% | 10/28/2024 |
 General Dynamics (GD) | 0.02% | 0% | 1.05% | 11/26/2024 |
 First American (FAF) | 0.02% | 0% | 0.92% | 10/28/2024 |
 Delta (DAL) | 0.02% | 0% | 1.05% | 12/18/2024 |
 Ares (ARES) | 0.02% | 0% | 0.92% | 11/11/2024 |
 Globe Life (GL) | 0.02% | 0% | 0.92% | 12/3/2024 |
 Avery Dennison (AVY) | 0.02% | 0% | 0.92% | 11/4/2024 |
 Eagle Materials (EXP) | 0.02% | 0% | 0.92% | 11/4/2024 |
 Global-E (GLBE) | 0.02% | 0% | 0.92% | 12/10/2024 |
 Edwards Lifesciences (EW) | 0.02% | 0% | 0.66% | 12/17/2024 |
 CME Group (CME) | 0.02% | 0% | 0.66% | 12/17/2024 |
 BD (BDX) | 0.02% | 0% | 0.66% | 12/17/2024 |
 NRG Energy (NRG) | 0.02% | 0% | 0.66% | 12/17/2024 |
 Cirrus Logic (CRUS) | 0.02% | 0% | 0.66% | 2/3/2025 |
 Axcelis (ACLS) | 0.02% | 0% | 0.66% | 2/3/2025 |
 UHS (UHS) | 0.02% | 0% | 0.66% | 2/3/2025 |
 Gilat (GILT) | 0.01% | 0% | 0.39% | 5/22/2025 |
 Liquidia (LQDA) | 0.01% | 0% | 0.39% | 5/22/2025 |
 UroGen (URGN) | 0.01% | 0% | 0.39% | 5/19/2025 |
 Shoals (SHLS) | 0.01% | 0% | 0.53% | 5/19/2025 |
 Herc Holdings (HRI) | 0.01% | 0% | 0.79% | 4/28/2025 |
 Freedom Holding (FRHC) | 0.01% | 0% | 0.39% | 12/12/2024 |
 Fluor (FLR.US) | 0.01% | 0% | 0.39% | 12/12/2024 |
 Freshpet (FRPT) | 0.01% | 0% | 0.39% | 12/12/2024 |
 Ambac (OSG) | 0.01% | 0% | 0.26% | 5/15/2025 |
 EUR/JPY (EURJPY) | 0.01% | 0% | 0.26% | 2/19/2025 |
 GBP/USD (GBPUSD) | 0.01% | 0% | 0.26% | 2/18/2025 |
 Beacon Roofing (BECN) | 0.01% | 0% | 0.26% | 12/18/2024 |
 Carlyle (CG) | 0.01% | 0% | 0.26% | 12/18/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.26% | 11/6/2024 |
 AUD/USD (AUDUSD) | 0.01% | 0% | 0.13% | 2/18/2025 |
 DJ30 Index (Non Expiry) (DJ30) | 0.01% | 0% | 0.26% | 11/6/2024 |
 GER40 Index (Non Expiry) (GER40) | 0.01% | 0% | 0.13% | 2/14/2025 |
 NZD/JPY (NZDJPY) | 0.01% | 0% | 0.13% | 2/14/2025 |
 VF Corp (VFC) | 0% | 0% | 0.13% | 5/22/2025 |
 indie Semiconductor (INDI) | 0% | 0% | 0.13% | 5/22/2025 |
 EUR/USD (EURUSD) | 0% | 0% | 0.13% | 2/12/2025 |
 CRH (CRH.L) | 0% | 0% | 0.53% | 10/14/2024 |
 CAD/JPY (CADJPY) | 0% | 0% | 0.13% | 2/13/2025 |
 EUR/GBP (EURGBP) | 0% | 0% | 0.13% | 2/18/2025 |
 USD/CAD (USDCAD) | 0% | 0% | 0.13% | 2/19/2025 |
 CHF/JPY (CHFJPY) | 0% | 0% | 0.13% | 2/13/2025 |
 Zalando (ZAL.DE) | 0% | 0% | 0.53% | 10/14/2024 |
 AppLovin (APP) | 0% | 0% | 0.13% | 11/19/2024 |
 Abercrombie & Fitch (ANF) | 0% | 0% | 0.13% | 11/19/2024 |
 Aaon (AAON) | 0% | 0% | 0.13% | 11/19/2024 |
 Amer Sports Inc (AS) | 0% | 0% | 0.13% | 11/19/2024 |
 Ally (ALLY) | 0% | 0% | 0.13% | 11/19/2024 |
 Cleanspark (CLSK) | 0% | 0% | 0.26% | 5/14/2025 |
 Omeros (OMER) | 0% | 0% | 0.13% | 5/13/2025 |
 Celsius (CELH) | 0% | 0% | 0.13% | 12/17/2024 |
 CyberArk (CYBR) | 0% | 0% | 0.26% | 10/11/2024 |
 Insmed (INSM) | 0% | 0% | 0.26% | 10/11/2024 |
 ALC (AL) | 0% | 0% | 0.26% | 10/11/2024 |
 Zeta Global (ZETA.US) | 0% | 0% | 0.26% | 10/11/2024 |
 Uniswap (UNI) | 0% | 0% | 0.26% | 11/29/2024 |
 Bitcoin (BTC) | 0% | 0% | 0.26% | 11/29/2024 |
 WNS (WNS) | 0% | 0% | 0.13% | 10/11/2024 |
 Aspen Aerogels (ASPN) | 0% | 0% | 0.13% | 10/11/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard FTSE Developed Market ETF (VEA) | 8.26% | 10.06% |
| Harmony Biosciences (HRMY) | 5.62% | 6.28% |
| Travere (TVTX) | 2.59% | 5.95% |
| Adobe (ADBE) | 5.62% | 5.88% |
| Arvinas (ARVN) | 3.51% | 5.86% |
| Chime Financial Inc (CHYM) | 4.56% | 5.65% |
| Spire (SPIR) | 6.3% | 4.97% |
| Opera (OPRA) | 5.62% | 4.86% |
| UnitedHealth (UNH) | 5.62% | 4.83% |
| Devon Energy (DVN) | 4.21% | 4.82% |
| eToro Group LTD (ETOR) | 5% | 4.6% |
| Stellantis (STLA.US) | 3.78% | 4.34% |
| ACV Auctions (ACVA) | 4.92% | 4.05% |
| Alight (ALIT) | 8.08% | 4.01% |
| Fiserv (FISV) | 5.97% | 3.48% |
| Alphabet (GOOG) | 1.4% | 1.42% |
Cash & Instruments Over Time
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