Portfolio Diversification
Range
Most Diversified
34 instruments
April 30, 2025
Least Diversified
15 instruments
April 24, 2025
Average
33 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 24, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 5.65% | 5.69% | 100% | - |
| Microsoft (MSFT) | 5.61% | 5.59% | 100% | - |
| Amazon (AMZN) | 5.15% | 5.28% | 100% | - |
| Apple (AAPL) | 5.05% | 4.48% | 100% | - |
 Procter & Gamble (PG) | 4.87% | 4.67% | 100% | - |
 Johnson & Johnson (JNJ) | 4.82% | 4.59% | 100% | - |
 Visa (V) | 4.78% | 5.04% | 100% | - |
 NVIDIA (NVDA) | 4.54% | 4.79% | 100% | - |
| Meta (META) | 4.38% | 4.62% | 100% | - |
 Tesla (TSLA) | 4.17% | 3.76% | 97.78% | - |
 JPMorgan (JPM) | 4.1% | 4.1% | 100% | - |
 American Express (AXP) | 4.02% | 4.21% | 97.78% | - |
 Disney (DIS) | 3.5% | 3.64% | 100% | - |
 PepsiCo (PEP) | 3.47% | 3.6% | 97.78% | - |
 Bank of America (BAC) | 3.1% | 3.15% | 97.78% | - |
 Coca-Cola (KO) | 3.08% | 2.96% | 100% | - |
 Pfizer (PFE) | 2.88% | 2.75% | 100% | - |
 ExxonMobil (XOM) | 2.84% | 2.69% | 97.78% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 2.79% | 2.98% | 97.78% | - |
 UnitedHealth (UNH) | 2.45% | 2.03% | 97.78% | - |
 Berkshire Hathaway (BRK.B) | 2.37% | 2.32% | 95.56% | - |
 SPDR S&P 500 ETF (SPY) | 2.37% | 2.69% | 88.89% | - |
 CVS Health (CVS) | 2.2% | 2.33% | 97.78% | - |
 GE (GE) | 2.19% | 2.38% | 100% | - |
 Ford (F) | 2.09% | 1.88% | 97.78% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 2.05% | 2.24% | 97.78% | - |
 HSBC (HSBC) | 1.94% | 1.88% | 100% | - |
 Intel (INTC) | 1.41% | 1.39% | 97.78% | - |
 Caterpillar (CAT) | 0.78% | 0.82% | 97.78% | - |
 Verizon (VZ) | 0.69% | 0.69% | 97.78% | - |
 iShares Russell Mid-Cap Growth ETF (IWP) | 0.33% | 0.38% | 88.89% | - |
 Neogen (NEOG) | 0.08% | 0.08% | 86.67% | - |
 Home Depot (HD) | 0.08% | 0.09% | 86.67% | - |
 Citi (C) | 0.07% | 0.09% | 86.67% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.