Portfolio Diversification
Range
Most Diversified
36 instruments
September 11, 2025
Least Diversified
0 instruments
October 5, 2024
Average
18.7 instruments
Most Consistent Holdings
Top 5
GOOGL98.59%
ADBE94.84%
NEM89.91%
QCOM89.67%
INVH73.24%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 5, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rexford Industrial (REXR) | 9.63% | 0% | 38.26% | 3/20/2025 |
| Adobe (ADBE) | 9.31% | 2.32% | 94.84% | - |
 NVIDIA (NVDA) | 6.76% | 8.08% | 64.55% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 6.74% | 0% | 33.1% | 10/2/2025 |
| Alphabet (GOOGL) | 6.27% | 8.69% | 98.59% | - |
| Newmont (NEM) | 6.24% | 0% | 89.91% | 11/7/2025 |
| Invitation Homes (INVH) | 5.37% | 4.86% | 73.24% | - |
 ASML (ASML) | 3.12% | 0% | 67.37% | 7/30/2025 |
| Qualcomm (QCOM) | 3.12% | 0% | 89.67% | 10/27/2025 |
 Meta (META) | 3.06% | 5.26% | 62.91% | - |
 Amazon (AMZN) | 3.06% | 4.85% | 63.85% | - |
 American Homes 4 Rent (AMH) | 2.72% | 8.55% | 45.07% | - |
 Microsoft (MSFT) | 2.2% | 2.12% | 62.91% | - |
 Reddit Inc (RDDT) | 1.99% | 7.66% | 63.62% | - |
 Workday (WDAY) | 1.81% | 8.41% | 63.85% | - |
 Sun Communities (SUI.US) | 1.72% | 0% | 23.47% | 11/7/2025 |
 Sea (SE) | 1.71% | 19.22% | 62.91% | - |
 ELS (ELS) | 1.23% | 0% | 23% | 11/6/2025 |
 Broadcom (AVGO) | 1.11% | 0% | 15.73% | 5/9/2025 |
 Coinbase (COIN) | 0.89% | 1.2% | 62.91% | - |
 Trade Desk (TTD) | 0.87% | 0% | 36.85% | 10/13/2025 |
 MercadoLibre (MELI) | 0.49% | 7.51% | 6.81% | - |
 ServiceNow (NOW) | 0.47% | 6.67% | 11.5% | - |
 UMH Properties (UMH) | 0.45% | 0% | 9.39% | 11/6/2025 |
 American Tower (AMT) | 0.39% | 0% | 17.37% | 9/26/2025 |
 Salesforce (CRM) | 0.34% | 0% | 25.12% | 10/30/2025 |
 Apple (AAPL) | 0.3% | 0.63% | 36.15% | - |
 Applied Materials (AMAT) | 0.28% | 0% | 18.31% | 5/13/2025 |
 Atlassian (TEAM) | 0.27% | 0.96% | 27.46% | - |
 Upstart (UPST) | 0.21% | 1.46% | 16.43% | - |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.2% | 0.4% | 34.98% | - |
 Dynatrace (DT) | 0.18% | 0% | 15.49% | 5/12/2025 |
 Clearwater (CWAN) | 0.14% | 0% | 16.43% | 10/23/2025 |
 Pinterest (PINS) | 0.14% | 0% | 51.64% | 10/17/2025 |
 Monday.com (MNDY) | 0.13% | 0% | 15.26% | 10/17/2025 |
 HubSpot (HUBS) | 0.13% | 0% | 15.02% | 10/17/2025 |
 Centerspace (CSR) | 0.11% | 0% | 27.93% | 11/6/2025 |
 Datadog (DDOG) | 0.09% | 0.13% | 31.92% | - |
 Intuit (INTU) | 0.09% | 0% | 12.21% | 5/1/2025 |
 Synopsys (SNPS) | 0.08% | 0% | 9.62% | 10/22/2025 |
 ARM (ARM) | 0.07% | 0% | 48.59% | 10/23/2025 |
 Lam Research (LRCX) | 0.05% | 0% | 52.35% | 10/13/2025 |
 Prologis (PLD) | 0.04% | 0% | 13.62% | 3/7/2025 |
 Veeva (VEEV) | 0.04% | 0% | 16.2% | 10/22/2025 |
 MongoDB (MDB) | 0.04% | 0% | 15.26% | 10/17/2025 |
 Tesla (TSLA) | 0.04% | 0% | 17.84% | 9/22/2025 |
 Crown Castle (CCI) | 0.03% | 0% | 11.5% | 3/3/2025 |
 Terreno Realty (TRNO) | 0.02% | 0% | 11.5% | 3/3/2025 |
 Iron Mountain (IRM) | 0.01% | 0% | 0.94% | 3/10/2025 |
 Arista (ANET) | 0.01% | 0% | 13.85% | 5/1/2025 |
 STAG (STAG) | 0.01% | 0% | 11.5% | 3/3/2025 |
 Confluent (CFLT) | 0% | 0% | 17.14% | 10/13/2025 |
 Figma Inc (FIG) | 0% | 0.03% | 6.81% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Adobe (ADBE) | 36.58% | 37.06% |
| Rexford Industrial (REXR) | 29.28% | 28.14% |
| Invitation Homes (INVH) | 9.59% | 10.34% |
| Newmont (NEM) | 9.12% | 7.4% |
| ASML (ASML) | 5.91% | 6.42% |
| Qualcomm (QCOM) | 5.59% | 5.63% |
| Alphabet (GOOGL) | 3.88% | 4.96% |