Iura10 avatar

Iura10
🇬🇧 Investor.
1 copier.

Cash Allocation

Range

Highest Cash
September 2, 2024
Lowest Cash
January 4, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
42 instruments
August 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
35.9 instruments

Most Consistent Holdings

Top 5

avatarMMM
99.87%
avatarVZ
99.87%
avatarMDT.US
99.87%
avatarWBA
99.87%
avatarD
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 4, 2023
Lowest Exposure
September 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
22.25%
Consumer Non Durables
11.64%
Retail Trade
8.51%
Utilities
8.2%
Producer Manufacturing
8.03%

Top Countries

Top 5

🇺🇸United States
93.79%
🇨🇭Switzerland
1.66%
🇬🇧United Kingdom
1.3%
🇨🇦Canada
1.28%
🇮🇪Ireland
1.1%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
9.23%0%99.87%2/1/2025
3M3M (MMM)
6.27%0%99.87%2/1/2025
VerizonVerizon (VZ)
6.17%0%99.87%2/1/2025
American TowerAmerican Tower (AMT)
5.45%0%99.87%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
4.6%0%96.68%2/1/2025
WalgreensWalgreens (WBA)
4.32%0%99.87%2/1/2025
JPMorganJPMorgan (JPM)
3.49%0%52.19%2/5/2024
Leggett & PlattLeggett & Platt (LEG)
2.88%0%99.87%2/1/2025
GMGM (GM)
2.78%0%79.42%8/30/2024
EversourceEversource (ES)
2.53%0%84.06%2/1/2025
ChevronChevron (CVX)
2.42%0%90.44%2/1/2025
Dominion EnergyDominion Energy (D)
2.11%0%99.87%2/1/2025
CloroxClorox (CLX)
2.06%0%99.87%2/1/2025
PepsiCoPepsiCo (PEP)
2.01%0%86.45%2/1/2025
BlackRockBlackRock (BLK)
1.85%0%52.19%2/5/2024
Home DepotHome Depot (HD)
1.81%0%32.54%9/7/2023
MicrosoftMicrosoft (MSFT)
1.74%0%41.57%2/1/2025
General DynamicsGeneral Dynamics (GD)
1.73%0%77.16%8/30/2024
CaterpillarCaterpillar (CAT)
1.55%0%60.56%4/9/2024
NextEraNextEra (NEE)
1.53%0%71.85%8/30/2024
Genuine PartsGenuine Parts (GPC)
1.49%0%72.64%2/1/2025
TargetTarget (TGT)
1.47%0%69.06%2/1/2025
ADMADM (ADM)
1.41%0%95.88%2/1/2025
Lockheed MartinLockheed Martin (LMT)
1.37%0%77.69%8/30/2024
AppleApple (AAPL)
1.37%0%24.83%7/10/2023
Coca-ColaCoca-Cola (KO)
1.35%0%81.67%2/1/2025
Kimberly-ClarkKimberly-Clark (KMB)
1.33%0%62.42%4/23/2024
DiageoDiageo (DGE.L)
1.3%0%72.24%2/1/2025
BarrickBarrick (GOLD.BARRICK)
1.28%0%77.69%2/1/2025
OccidentalOccidental (OXY)
1.22%0%16.33%2/1/2025
McDonald'sMcDonald's (MCD)
1.19%0%66%8/30/2024
NikeNike (NKE)
1.12%0%39.44%2/1/2025
MedtronicMedtronic (MDT.US)
1.1%0%99.87%2/1/2025
StarbucksStarbucks (SBUX)
1.05%0%51%2/1/2025
NestleNestle (NESN.ZU)
0.98%0%72.24%2/1/2025
BroadcomBroadcom (AVGO)
0.95%0%32.93%2/1/2025
Duke EnergyDuke Energy (DUK)
0.92%0%79.42%8/30/2024
CVS HealthCVS Health (CVS)
0.92%0%38.51%2/1/2025
Essex Property TrustEssex Property Trust (ESS)
0.92%0%36.39%2/5/2024
Air ProductsAir Products (APD)
0.85%0%79.55%10/1/2024
L3HarrisL3Harris (LHX)
0.84%0%64.01%2/1/2025
Procter & GambleProcter & Gamble (PG)
0.75%0%59.76%4/3/2024
IntelIntel (INTC)
0.72%0%34%9/20/2023
RocheRoche (ROG.ZU)
0.68%0%51.79%8/30/2024
NucorNucor (NUE)
0.68%0%16.87%2/1/2025
WEC EnergyWEC Energy (WEC)
0.64%0%74.63%8/30/2024
STAGSTAG (STAG)
0.56%0%27.22%7/28/2023
CiscoCisco (CSCO)
0.51%0%27.22%7/28/2023
AbbottAbbott (ABT)
0.5%0%31.74%2/1/2025
ColgateColgate (CL)
0.48%0%60.56%4/9/2024
AtmosAtmos (ATO)
0.47%0%60.56%4/9/2024
Main Street CapitalMain Street Capital (MAIN)
0.43%0%27.22%7/28/2023
UnitedHealthUnitedHealth (UNH)
0.4%0%36.52%2/1/2025
Robert HalfRobert Half (RHI)
0.32%0%34.79%2/5/2024
EmersonEmerson (EMR)
0.31%0%16.87%2/1/2025
CitiCiti (C)
0.31%0%21.25%6/13/2023
LVMHLVMH (MC.PA)
0.26%0%14.34%2/1/2025
CumminsCummins (CMI)
0.2%0%34.13%2/7/2024
AbbVieAbbVie (ABBV)
0.13%0%16.73%2/1/2025
NVIDIANVIDIA (NVDA)
0.05%0%5.58%3/20/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      OccidentalOccidental (OXY)
      		6.64%7.65%
      WalgreensWalgreens (WBA)
      		8.91%6.15%
      Leggett & PlattLeggett & Platt (LEG)
      		8.17%5.75%
      ChevronChevron (CVX)
      		4.78%5.62%
      TargetTarget (TGT)
      		4.81%5.21%
      Realty IncomeRealty Income (O)
      		5.05%5.13%
      NikeNike (NKE)
      		4.71%4.84%
      CVS HealthCVS Health (CVS)
      		5%4.58%
      Genuine PartsGenuine Parts (GPC)
      		4.17%4.23%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		3.9%4.18%
      VerizonVerizon (VZ)
      		3.9%3.95%
      EversourceEversource (ES)
      		3.89%3.8%
      NucorNucor (NUE)
      		3.95%3.66%
      ADMADM (ADM)
      		3.68%3.61%
      PepsiCoPepsiCo (PEP)
      		3.28%3.5%
      3M3M (MMM)
      		3.15%3.3%
      DiageoDiageo (DGE.L)
      		2.78%2.99%
      Dominion EnergyDominion Energy (D)
      		2.19%2.45%
      American TowerAmerican Tower (AMT)
      		2.59%2.36%
      BroadcomBroadcom (AVGO)
      		1.35%2.17%
      LVMHLVMH (MC.PA)
      		1.6%2.04%
      EmersonEmerson (EMR)
      		1.39%1.94%
      MedtronicMedtronic (MDT.US)
      		1.54%1.65%
      L3HarrisL3Harris (LHX)
      		1.52%1.64%
      MicrosoftMicrosoft (MSFT)
      		1.3%1.53%
      AbbottAbbott (ABT)
      		1.18%1.41%
      NestleNestle (NESN.ZU)
      		1.22%1.15%
      StarbucksStarbucks (SBUX)
      		0.85%0.98%
      CloroxClorox (CLX)
      		0.86%0.95%
      AbbVieAbbVie (ABBV)
      		0.75%0.84%
      UnitedHealthUnitedHealth (UNH)
      		0.75%0.79%
      BarrickBarrick (GOLD.BARRICK)
      		0.13%0.16%

      Cash Exposure Over Time

      Cash Exposure % Over Time