Portfolio Diversification
Range
Most Diversified
16 instruments
June 14, 2025
Least Diversified
0 instruments
February 15, 2025
Average
11.4 instruments
Most Consistent Holdings
Top 5
GOOG96.86%
AMZN95.6%
PLD84.28%
V80.5%
META80.5%
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) | 15.47% | 15.03% | 96.86% | - |
| Amazon (AMZN) | 13.33% | 10.11% | 95.6% | - |
| Meta (META) | 6.89% | 9.1% | 80.5% | - |
 Microsoft (MSFT) | 6.84% | 6.33% | 79.87% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 5.51% | 6.88% | 62.26% | - |
| Visa (V) | 5.09% | 8.75% | 80.5% | - |
| Prologis (PLD) | 4.64% | 3.88% | 84.28% | - |
 UnitedHealth (UNH) | 4.26% | 0% | 40.25% | 4/30/2025 |
 SoFi (SOFI) | 2.68% | 4.47% | 54.09% | - |
 ExxonMobil (XOM) | 2.68% | 2.7% | 69.18% | - |
 Unilever (UL.US) | 2.4% | 4.29% | 69.18% | - |
 VICI Properties (VICI) | 1.5% | 0% | 76.1% | 7/10/2025 |
 Celsius (CELH) | 1.17% | 0% | 54.09% | 6/27/2025 |
 Bristol-Myers Squibb (BMY) | 1.05% | 5.12% | 25.16% | - |
 Tesla (TSLA) | 0.94% | 0% | 22.01% | 6/5/2025 |
 ARS Pharmaceuticals (SPRY) | 0.88% | 0% | 54.09% | 6/27/2025 |
 Walmart (WMT) | 0.83% | 0% | 8.81% | 3/10/2025 |
 Mercury (MRCY) | 0.82% | 4.58% | 32.08% | - |
 Robinhood (HOOD) | 0.76% | 0% | 14.47% | 5/29/2025 |
 Theon International Plc (THEON.NV) | 0.66% | 5.31% | 26.42% | - |
 Marvell (MRVL) | 0.2% | 3.84% | 5.66% | - |
 Oscar Health (OSCR) | 0.2% | 0% | 6.29% | 7/18/2025 |
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.