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Lobby-Spending
🇬🇧 Smart Portfolio.
26 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
May 31, 2024
Lowest Cash
September 5, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
June 6, 2024
Least Diversified
0 instruments
May 31, 2024
Average
9.8 instruments

Most Consistent Holdings

Top 5

avatarBMY
38.27%
avatarFITB
38.27%
avatarCSX
32.85%
avatarFOX
32.85%
avatarCOKE
27.44%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 5, 2024
Lowest Exposure
May 31, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
13.1%
Finance
13.08%
Health Technology
8.97%
Consumer Services
8.64%
Utilities
7.59%

Top Countries

Top 5

🇺🇸United States
94.77%
🇨🇦Canada
2.16%
🇨🇭Switzerland
0.58%

Holdings over time

(Since May 31, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Fifth ThirdFifth Third (FITB)
3.77%10.14%38.27%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
3.72%10.77%38.27%-
FoxFox (FOX)
3.3%0%32.85%8/5/2025
CSXCSX (CSX)
3.24%0%32.85%8/5/2025
Coca-Cola ConsolidatedCoca-Cola Consolidated (COKE)
2.84%0%27.44%5/5/2025
HCAHCA (HCA)
2.39%11.74%21.84%-
HexcelHexcel (HXL)
2.23%0%21.48%12/5/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.23%9.64%22.02%-
AEPAEP (AEP)
2.21%9.47%22.02%-
WorkdayWorkday (WDAY)
2.18%9.54%22.02%-
NutrienNutrien (NTR)
2.16%10.69%22.02%-
CaterpillarCaterpillar (CAT)
2.07%0%20.94%5/5/2025
NVIDIANVIDIA (NVDA)
1.8%0%16.61%8/5/2025
TeradyneTeradyne (TER)
1.74%0%16.61%8/5/2025
DropboxDropbox (DBX)
1.67%0%16.43%5/5/2025
Southern CoSouthern Co (SO)
1.67%0%16.43%5/5/2025
RobloxRoblox (RBLX)
1.67%0%16.25%11/4/2024
NOWNOW (DNOW)
1.66%0%16.25%2/3/2025
AdtalemAdtalem (ATGE)
1.66%0%16.25%2/3/2025
PGEPGE (POR)
1.64%0%16.43%5/5/2025
C3.aiC3.ai (AI)
1.64%0%16.25%11/4/2024
eBayeBay (EBAY)
1.63%0%16.25%11/4/2024
FMCFMC (FMC)
1.62%3.5%22.02%-
ConocoPhillipsConocoPhillips (COP)
1.62%0%16.43%5/5/2025
Century AluminumCentury Aluminum (CENX)
1.61%0%16.61%8/5/2025
Liberty Media Formula OneLiberty Media Formula One (FWONA)
1.61%0%16.25%11/4/2024
Select MedicalSelect Medical (SEM)
1.61%0%16.43%5/5/2025
American TowerAmerican Tower (AMT)
1.6%0%16.61%8/5/2025
PfizerPfizer (PFE)
1.59%0%16.61%8/5/2025
Norfolk SouthernNorfolk Southern (NSC)
1.58%0%16.25%11/4/2024
PPLPPL (PPL)
1.58%0%16.61%8/5/2025
WeyerhaeuserWeyerhaeuser (WY)
1.57%0%16.43%5/5/2025
ESS TechESS Tech (GWH)
1.57%0%16.25%11/4/2024
Waste ManagementWaste Management (WM)
1.56%0%16.25%2/3/2025
NexstarNexstar (NXST)
1.51%0%16.25%2/3/2025
BoxBox (BOX)
1.51%0%16.61%8/5/2025
ModernaModerna (MRNA)
1.48%0%16.25%11/4/2024
United AirlinesUnited Airlines (UAL)
1.26%0%10.83%11/4/2024
Bank of AmericaBank of America (BAC)
1.16%0%11.73%1/8/2025
Texas InstrumentsTexas Instruments (TXN)
1.16%0%11.01%8/5/2024
FoxFox (FOXA)
1.14%0%11.01%8/5/2024
National FuelNational Fuel (NFG)
1.13%0%11.55%12/5/2025
AflacAflac (AFL)
1.13%0%11.01%8/5/2024
KellanovaKellanova (K)
1.12%0%11.19%2/3/2025
KeyCorpKeyCorp (KEY)
1.12%0%11.01%8/5/2024
Encompass HealthEncompass Health (EHC)
1.1%0%11.01%8/5/2024
PTC TherapeuticsPTC Therapeutics (PTCT)
1.09%0%10.65%4/3/2025
CortevaCorteva (CTVA)
1.09%0%10.65%7/3/2025
Grail IncGrail Inc (GRAL)
1.08%0%10.11%9/30/2025
IBMIBM (IBM)
1.07%0%10.29%10/1/2024
CheniereCheniere (LNG)
1.05%0%10.65%4/3/2025
ChipotleChipotle (CMG)
1.05%0%11.01%8/5/2024
BallBall (BALL)
1.03%0%10.83%11/4/2024
Ginkgo BioworksGinkgo Bioworks (DNA)
0.86%0%11.01%8/5/2024
SAICSAIC (SAIC)
0.6%0%5.96%8/5/2024
GEGE (GE)
0.59%0%5.78%5/5/2025
Quanta ServicesQuanta Services (PWR)
0.58%0%5.42%9/4/2024
Murphy OilMurphy Oil (MUR)
0.58%0%5.96%8/5/2024
IntuitIntuit (INTU)
0.58%0%5.96%11/4/2024
AptivAptiv (APTV)
0.58%0%5.96%8/5/2025
Palo Alto NetworksPalo Alto Networks (PANW)
0.57%0%5.05%7/3/2024
ConAgraConAgra (CAG)
0.56%0%5.78%5/5/2025
Constellation BrandsConstellation Brands (STZ)
0.54%0%5.42%9/4/2024
The HartfordThe Hartford (HIG)
0.49%0%5.05%12/2/2024
EdisonEdison (EIX)
0.49%0%5.05%7/3/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
FoxFox (FOX)
9.65%10.74%
AdtalemAdtalem (ATGE)
9.36%10.5%
KellanovaKellanova (K)
10.61%10.46%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
9.91%9.93%
Bank of AmericaBank of America (BAC)
9.34%9.71%
NexstarNexstar (NXST)
10.98%9.6%
Waste ManagementWaste Management (WM)
10.13%9.31%
CSXCSX (CSX)
9.92%9.3%
Fifth ThirdFifth Third (FITB)
9.49%9.21%
NOWNOW (DNOW)
8.4%9.06%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments