Loading...
Portfolio Diversification
Range
Most Diversified
14 instruments
May 6, 2025
Least Diversified
0 instruments
May 5, 2025
Average
13.7 instruments
Most Consistent Holdings
Top 5
MSFT98.31%
AMZN98.31%
JNJ98.31%
KO98.31%
PFE98.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 5, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOG) | 10.43% | 12.71% | 97.59% | - |
 NVIDIA (NVDA) | 10.18% | 11.12% | 98.31% | - |
 Tesla (TSLA) | 8.84% | 8.64% | 98.31% | - |
| Johnson & Johnson (JNJ) | 8.2% | 8.92% | 98.31% | - |
 Apple (AAPL) | 7.9% | 8.8% | 98.07% | - |
| Amazon (AMZN) | 7.88% | 7.57% | 98.31% | - |
 Disney (DIS) | 7.84% | 6.86% | 97.35% | - |
 ExxonMobil (XOM) | 7.76% | 8.03% | 98.07% | - |
| Microsoft (MSFT) | 6.95% | 5.16% | 98.31% | - |
| Pfizer (PFE) | 6.78% | 6.18% | 98.31% | - |
 UnitedHealth (UNH) | 5.24% | 6.18% | 98.31% | - |
| Coca-Cola (KO) | 3.29% | 3.37% | 98.31% | - |
 AT&T (T.US) | 3.14% | 2.44% | 98.31% | - |
 Procter & Gamble (PG) | 3.05% | 2.79% | 97.59% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 7.92% | 11.97% |
| NVIDIA (NVDA) | 7.92% | 10.33% |
| Tesla (TSLA) | 7.92% | 9.96% |
| Apple (AAPL) | 7.92% | 8.39% |
| Johnson & Johnson (JNJ) | 7.92% | 8.34% |
| Disney (DIS) | 7.92% | 7.91% |
| Amazon (AMZN) | 7.92% | 7.76% |
| ExxonMobil (XOM) | 7.92% | 7.22% |
| Microsoft (MSFT) | 7.92% | 7% |
| Pfizer (PFE) | 7.92% | 6.46% |
| UnitedHealth (UNH) | 7.92% | 5.2% |
| Coca-Cola (KO) | 3.96% | 3.07% |
| AT&T (T.US) | 3.96% | 2.83% |
| Procter & Gamble (PG) | 3.96% | 2.8% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.