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MidCapDiverse
🇨🇾 Financial Services Smart Portfolio.
172 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 2, 2025
Lowest Cash
September 30, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
30 instruments
May 8, 2025
Least Diversified
0 instruments
May 2, 2025
Average
28 instruments

Most Consistent Holdings

Top 5

avatarCALM
94.32%
avatarSAM
70.74%
avatarAA
63.32%
avatarRSI
55.9%
avatarPTCT
38.86%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 30, 2025
Lowest Exposure
May 2, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
18.74%
Technology Services
12.4%
Health Technology
11.14%
Retail Trade
6.16%
Consumer Services
5.91%

Top Countries

Top 5

🇺🇸United States
85.31%
🇨🇳China
1.61%
🇵🇷Puerto Rico
1.25%
🇧🇲Bermuda
1.11%
🇬🇧United Kingdom
1.05%

Holdings over time

(Since May 2, 2025)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Cal-Maine FoodsCal-Maine Foods (CALM)
3.06%3.16%94.32%-
Boston BeerBoston Beer (SAM)
2.38%3.15%70.74%-
AlcoaAlcoa (AA)
2.09%0%63.32%9/29/2025
Rush StreetRush Street (RSI)
1.74%2.94%55.9%-
Arrowhead PharmaceuticalsArrowhead Pharmaceuticals (ARWR)
1.62%0%38.86%9/29/2025
AlbemarleAlbemarle (ALB)
1.44%0%38.86%9/29/2025
IncyteIncyte (INCY)
1.44%0%38.86%9/29/2025
Bio-RadBio-Rad (BIO)
1.37%0%38.86%9/29/2025
Prog HoldingsProg Holdings (PRG)
1.35%0%38.86%9/29/2025
Commercial MetalsCommercial Metals (CMC)
1.35%0%38.86%9/29/2025
RegionsRegions (RF)
1.34%0%38.86%9/29/2025
PTC TherapeuticsPTC Therapeutics (PTCT)
1.31%0%38.86%9/29/2025
JacksonJackson (JXN)
1.31%0%38.86%9/29/2025
Acuity BrandsAcuity Brands (AYI)
1.31%0%38.86%9/29/2025
CarnivalCarnival (CCL)
1.29%0%38.86%9/29/2025
State StreetState Street (STT)
1.29%0%38.86%9/29/2025
fuboTVfuboTV (FUBO)
1.28%0%38.86%9/29/2025
SareptaSarepta (SRPT)
1.27%4.04%31.88%-
First BanCorpFirst BanCorp (FBP)
1.25%0%38.86%9/29/2025
GameStopGameStop (GME)
1.23%0%38.86%9/29/2025
CNX ResourcesCNX Resources (CNX)
1.23%4.16%31.88%-
SouthwestSouthwest (LUV)
1.21%0%38.86%9/29/2025
H.B. FullerH.B. Fuller (FUL)
1.2%0%38.86%9/29/2025
NetScoutNetScout (NTCT)
1.19%0%38.86%9/29/2025
Equitable HoldingsEquitable Holdings (EQH)
1.19%0%38.86%9/29/2025
McCormickMcCormick (MKC)
1.16%0%38.86%9/29/2025
Brighthouse FinancialBrighthouse Financial (BHF)
1.15%0%38.86%9/29/2025
Northern Oil and GasNorthern Oil and Gas (NOG)
1.13%0%38.86%9/29/2025
LiveRampLiveRamp (RAMP)
1.12%0%38.86%9/29/2025
FTAI AviationFTAI Aviation (FTAI)
1.11%3.51%31.44%-
RenaissanceReRenaissanceRe (RNR)
1.11%3.77%30.57%-
EnvistaEnvista (NVST)
1.08%3.74%31%-
FactSetFactSet (FDS)
1.07%3.47%31.88%-
Tetra TechTetra Tech (TTEK)
1.07%3.55%30.57%-
Lithia MotorsLithia Motors (LAD)
1.07%3.76%31%-
WayfairWayfair (W.US)
1.07%0%24.45%7/2/2025
AIGAIG (AIG)
1.06%3.8%30.13%-
BrinksBrinks (BCO)
1.06%3.52%31.44%-
LennarLennar (LEN)
1.06%3.24%31%-
General MillsGeneral Mills (GIS)
1.05%3.23%31.88%-
CarMaxCarMax (KMX)
1.05%0%38.86%9/29/2025
Marex Group plcMarex Group plc (MRX)
1.05%3.82%31.44%-
KyndrylKyndryl (KD)
1.04%0%38.86%9/29/2025
Sun CommunitiesSun Communities (SUI.US)
1.04%3.31%30.57%-
DardenDarden (DRI)
1.01%3.35%30.57%-
LabCorpLabCorp (LH)
1.01%3.18%30.57%-
GoDaddyGoDaddy (GDDY)
1%2.98%31.44%-
TD SynnexTD Synnex (SNX.US)
0.99%3.12%30.57%-
Bright HorizonsBright Horizons (BFAM)
0.99%3.29%30.57%-
PagseguroPagseguro (PAGS)
0.98%3.33%30.57%-
FrontdoorFrontdoor (FTDR)
0.98%2.84%31.88%-
TripAdvisorTripAdvisor (TRIP)
0.97%3%31%-
RayonierRayonier (RYN)
0.97%2.88%31.44%-
VornadoVornado (VNO)
0.96%2.93%30.13%-
EnergizerEnergizer (ENR)
0.95%2.74%31.88%-
GDSGDS (GDS)
0.93%3.04%31%-
Bloom EnergyBloom Energy (BE)
0.92%0%24.45%7/2/2025
Brinker Intl.Brinker Intl. (EAT)
0.9%0%24.45%7/2/2025
WalgreensWalgreens (WBA)
0.9%0%26.64%9/1/2025
VertivVertiv (VRT)
0.89%0%24.45%7/2/2025
DigitalBridgeDigitalBridge (DBRG)
0.89%0%24.45%7/2/2025
Sonic AutomotiveSonic Automotive (SAH)
0.85%0%24.45%7/2/2025
DanaDana (DAN)
0.85%0%24.45%7/2/2025
HeclaHecla (HL)
0.85%0%24.45%7/2/2025
ItronItron (ITRI)
0.84%0%24.45%7/2/2025
AnteroAntero (AR.US)
0.82%0%24.45%7/2/2025
MoelisMoelis (MC)
0.82%0%24.45%7/2/2025
GlaukosGlaukos (GKOS)
0.81%0%24.45%7/2/2025
Five9Five9 (FIVN)
0.81%0%24.45%7/2/2025
TrupanionTrupanion (TRUP)
0.8%0%24.45%7/2/2025
VicorVicor (VICR)
0.79%0%24.45%7/2/2025
iRhythmiRhythm (IRTC)
0.79%0%24.45%7/2/2025
EQTEQT (EQT)
0.79%0%24.45%7/2/2025
Amicus TherapeuticsAmicus Therapeutics (FOLD)
0.76%0%24.45%7/2/2025
Chefs' WarehouseChefs' Warehouse (CHEF)
0.76%0%24.45%7/2/2025
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.76%0%24.45%7/2/2025
WixWix (WIX)
0.75%1.88%31%-
PennyMacPennyMac (PFSI)
0.75%0%24.45%7/2/2025
ExlServiceExlService (EXLS)
0.74%0%24.45%7/2/2025
CourseraCoursera (COUR)
0.74%0%24.45%7/2/2025
VentasVentas (VTR)
0.72%0%24.45%7/2/2025
AmedisysAmedisys (AMED)
0.7%0%20.52%8/18/2025
CenteneCentene (CNC)
0.7%0%24.45%7/2/2025
PenumbraPenumbra (PEN)
0.69%0%24.45%7/2/2025
EHangEHang (EH)
0.68%0%24.45%7/2/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
There is no history available for this day.

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments