Portfolio Diversification
Range
Most Diversified
15 instruments
May 10, 2025
Least Diversified
0 instruments
February 15, 2025
Average
10 instruments
Most Consistent Holdings
Top 5
GOOG95.58%
AMZN93.81%
PLD77.88%
VICI77.88%
V72.57%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 15, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 15.7% | 16.28% | 95.58% | - |
| Amazon (AMZN) | 14.53% | 11.29% | 93.81% | - |
 Microsoft (MSFT) | 6.95% | 7.01% | 71.68% | - |
 Meta (META) | 6.78% | 7.38% | 72.57% | - |
 UnitedHealth (UNH) | 5.99% | 0% | 56.64% | 4/30/2025 |
| Visa (V) | 5.08% | 4.7% | 72.57% | - |
| Prologis (PLD) | 4.86% | 4.6% | 77.88% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 4.84% | 7.79% | 46.9% | - |
 ExxonMobil (XOM) | 2.57% | 3.09% | 56.64% | - |
 Unilever (UL.US) | 2.18% | 2.67% | 56.64% | - |
| VICI Properties (VICI) | 1.74% | 1.33% | 77.88% | - |
 SoFi (SOFI) | 1.71% | 6.02% | 35.4% | - |
 Celsius (CELH) | 1.33% | 1.72% | 58.41% | - |
 Tesla (TSLA) | 1.32% | 0% | 30.97% | 6/5/2025 |
 Walmart (WMT) | 1.17% | 0% | 12.39% | 3/10/2025 |
 Robinhood (HOOD) | 1.07% | 0% | 20.35% | 5/29/2025 |
 ARS Pharmaceuticals (SPRY) | 1.01% | 1.22% | 58.41% | - |
 Mercury (MRCY) | 0.1% | 2.25% | 4.42% | - |
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.