Portfolio Diversification
Range
Most Diversified
79 instruments
May 9, 2024
Least Diversified
0 instruments
March 20, 2024
Average
74.9 instruments
Most Consistent Holdings
Top 5
MSFT98.69%
AMZN98.69%
NFLX98.69%
AMGN98.69%
CMCSA98.69%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 20, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 8.96% | 10.54% | 98.69% | - |
 NVIDIA (NVDA) | 7.95% | 12.07% | 88.97% | - |
 Apple (AAPL) | 7.74% | 0.79% | 98.5% | - |
 Alphabet (GOOG) | 6.31% | 9.67% | 98.5% | - |
| Amazon (AMZN) | 5.68% | 7.38% | 98.69% | - |
 Meta (META) | 4.19% | 5.6% | 98.5% | - |
 Broadcom (AVGO) | 2.45% | 4.68% | 98.69% | - |
 Tesla (TSLA) | 2.31% | 2.2% | 98.5% | - |
 Costco (COST) | 1.18% | 1.12% | 98.69% | - |
| Netflix (NFLX) | 1.12% | 1.49% | 98.69% | - |
 Iridium (IRDM) | 0.93% | 1% | 82.8% | - |
 ASML (ASML) | 0.89% | 0.83% | 98.5% | - |
 T-Mobile (TMUS) | 0.85% | 0.82% | 98.5% | - |
 PayPal (PYPL) | 0.84% | 1.02% | 92.34% | - |
 AstraZeneca (AZN) | 0.76% | 0.59% | 98.5% | - |
 Intel (INTC) | 0.75% | 0.34% | 96.26% | - |
 Vodafone (VOD) | 0.75% | 0.81% | 69.72% | - |
 Guardant Health (GH) | 0.74% | 0% | 74.39% | 8/13/2025 |
 Cisco (CSCO) | 0.68% | 0.75% | 98.5% | - |
 Linde (LIN) | 0.67% | 0.58% | 98.5% | - |
 Tilray (TLRY) | 0.67% | 0% | 52.52% | 5/29/2025 |
 Rivian (RIVN) | 0.66% | 1.05% | 59.07% | - |
 AMD (AMD) | 0.64% | 0.81% | 98.5% | - |
 Clean Energy (CLNE) | 0.64% | 0.63% | 65.23% | - |
 Option Care Health (OPCH) | 0.64% | 1.06% | 57.76% | - |
 Celsius (CELH) | 0.62% | 0% | 70.65% | 8/7/2025 |
 SolarEdge (SEDG) | 0.61% | 0% | 51.03% | 5/29/2025 |
 PepsiCo (PEP) | 0.61% | 0.6% | 98.5% | - |
 Applied Materials (AMAT) | 0.59% | 0.97% | 98.69% | - |
 AGNC (AGNC) | 0.58% | 0.85% | 51.59% | - |
 Adobe (ADBE) | 0.56% | 0.32% | 88.79% | - |
 Blink Charging (BLNK) | 0.55% | 0% | 44.11% | 5/29/2025 |
 Warner Bros Discovery (WBD) | 0.54% | 0% | 51.96% | 12/31/2024 |
 Crocs (CROX) | 0.54% | 1.17% | 46.54% | - |
 Walgreens (WBA) | 0.53% | 0% | 47.29% | 2/3/2025 |
 Intuit (INTU) | 0.52% | 0.44% | 98.5% | - |
 PDD Holdings (PDD) | 0.52% | 0.68% | 92.15% | - |
 Qualcomm (QCOM) | 0.51% | 0.49% | 98.5% | - |
 Intuitive Surgical (ISRG) | 0.49% | 0.38% | 98.5% | - |
 Oatly (OTLY) | 0.49% | 0% | 45.23% | 2/3/2025 |
 Texas Instruments (TXN) | 0.49% | 0.44% | 98.5% | - |
 Peloton (PTON) | 0.49% | 0% | 45.42% | 3/3/2025 |
| Amgen (AMGN) | 0.46% | 0.4% | 98.69% | - |
 Booking (BKNG) | 0.44% | 0.5% | 98.5% | - |
 Palantir (PLTR) | 0.44% | 1.06% | 51.96% | - |
 AEP (AEP) | 0.43% | 0.93% | 39.81% | - |
| Comcast (CMCSA) | 0.42% | 0.34% | 98.69% | - |
 Coinbase (COIN) | 0.42% | 0% | 43.55% | 7/10/2025 |
 Moderna (MRNA) | 0.4% | 1.03% | 38.5% | - |
 Honeywell (HON) | 0.4% | 0.35% | 98.5% | - |
 Riot (RIOT) | 0.39% | 0% | 33.64% | 11/5/2024 |
 Beyond Meat (BYND) | 0.39% | 0% | 33.46% | 2/3/2025 |
 Airbnb (ABNB) | 0.38% | 0% | 74.77% | 5/29/2025 |
 Sanofi (SNY) | 0.38% | 0.27% | 98.69% | - |
 Liberty Broadband (LBRDK) | 0.38% | 0% | 33.64% | 11/5/2024 |
 Plug Power (PLUG) | 0.35% | 0% | 32.15% | 12/31/2024 |
 ADP (ADP) | 0.34% | 0.29% | 98.5% | - |
 New Fortress Energy (NFE) | 0.34% | 0% | 30.09% | 2/3/2025 |
 Vertex (VRTX) | 0.33% | 0.18% | 98.5% | - |
 Gilead Sciences (GILD) | 0.33% | 0.4% | 98.5% | - |
 Gogo (GOGO) | 0.33% | 0% | 29.91% | 9/3/2024 |
 Ballard Power (BLDP) | 0.32% | 0% | 35.51% | 7/24/2025 |
 Micron (MU) | 0.32% | 0.49% | 88.22% | - |
 ARM (ARM) | 0.32% | 0.4% | 71.4% | - |
 GigaCloud (GCT) | 0.32% | 0% | 29.53% | 8/8/2025 |
 Analog Devices (ADI) | 0.31% | 0.37% | 98.69% | - |
 Starbucks (SBUX) | 0.31% | 0.26% | 98.5% | - |
 KLA (KLAC) | 0.3% | 0.39% | 98.5% | - |
 Gevo (GEVO) | 0.3% | 0% | 30.28% | 9/13/2024 |
 Fiserv (FI) | 0.3% | 0.16% | 98.5% | - |
 JD.com (JD.US) | 0.3% | 0% | 27.1% | 12/2/2024 |
 MercadoLibre (MELI) | 0.29% | 0.32% | 98.5% | - |
 Lam Research (LRCX) | 0.29% | 0.41% | 88.22% | - |
 JetBlue (JBLU) | 0.29% | 0% | 25.23% | 11/5/2024 |
 OPKO Health (OPK) | 0.29% | 0% | 22.43% | 5/29/2025 |
 GrowGeneration (GRWG) | 0.28% | 0% | 25.79% | 11/5/2024 |
 Aurora Cannabis (ACB) | 0.27% | 0% | 24.86% | 2/5/2025 |
 Seanergy (SHIP) | 0.27% | 0% | 24.3% | 12/2/2024 |
 Grab (GRAB) | 0.27% | 0% | 21.68% | 5/29/2025 |
 Mondelez (MDLZ) | 0.26% | 0.18% | 98.5% | - |
 Exelon (EXC) | 0.26% | 0% | 22.62% | 5/29/2025 |
 Xcel Energy (XEL) | 0.26% | 0% | 21.68% | 5/29/2025 |
 Enphase (ENPH) | 0.26% | 0% | 23.74% | 8/1/2024 |
 Azenta (AZTA) | 0.25% | 0% | 22.8% | 2/3/2025 |
 CME Group (CME) | 0.25% | 0.24% | 95.33% | - |
 Lululemon (LULU) | 0.25% | 1.45% | 18.69% | - |
 Limbach (LMB) | 0.24% | 1.12% | 23.93% | - |
 American Airlines (AAL) | 0.24% | 0% | 19.81% | 2/3/2025 |
 Equinix (EQIX) | 0.24% | 0.17% | 98.5% | - |
 Plains All American (PAA) | 0.23% | 0.94% | 23.74% | - |
 DMC Global (BOOM) | 0.23% | 0% | 16.26% | 5/29/2025 |
 Lucid (LCID) | 0.23% | 0% | 20.93% | 3/3/2025 |
 Ocugen (OCGN) | 0.22% | 0% | 19.25% | 12/2/2024 |
 MicroStrategy (MSTR) | 0.22% | 0.22% | 34.39% | - |
 Crowdstrike (CRWD) | 0.22% | 0.28% | 75.51% | - |
 FuelCell Energy (FCEL) | 0.22% | 0% | 20.56% | 7/15/2024 |
 NeoGenomics (NEO.US) | 0.22% | 0% | 16.26% | 5/29/2025 |
 Atlantica (AY) | 0.21% | 0% | 20.19% | 12/16/2024 |
 Cintas (CTAS) | 0.21% | 0.2% | 84.11% | - |
 Cadence (CDNS) | 0.21% | 0.33% | 82.06% | - |
 Nano Dimension (NNDM) | 0.2% | 1.1% | 18.69% | - |
 Star Bulk (SBLK) | 0.2% | 0% | 16.26% | 5/29/2025 |
 VSE (VSEC) | 0.2% | 0% | 16.26% | 5/29/2025 |
 Talkspace (TALK.US) | 0.2% | 0% | 16.26% | 5/29/2025 |
 Upwork (UPWK) | 0.2% | 0% | 17.57% | 3/3/2025 |
 Patterson-UTI (PTEN) | 0.19% | 0% | 17.57% | 12/2/2024 |
 Titan Machinery (TITN) | 0.19% | 0.94% | 18.69% | - |
 Amedisys (AMED) | 0.19% | 0% | 17.01% | 12/31/2024 |
 Exponent (EXPO) | 0.19% | 0% | 17.38% | 12/2/2024 |
 Great Lakes (GLDD) | 0.18% | 0.93% | 18.69% | - |
 Liberty Broadband (LBRDA) | 0.18% | 0% | 15.89% | 6/20/2024 |
 Patterson (PDCO) | 0.18% | 0% | 15.7% | 4/22/2025 |
 Celldex (CLDX) | 0.18% | 0% | 16.45% | 12/2/2024 |
 Enovix (ENVX) | 0.18% | 0% | 17.94% | 12/31/2024 |
 Plains GP (PAGP) | 0.17% | 0.93% | 18.69% | - |
 StoneCo (STNE) | 0.17% | 0.7% | 18.69% | - |
 Etsy (ETSY) | 0.17% | 0% | 14.77% | 12/31/2024 |
 Sterling (STRL.US) | 0.17% | 0% | 17.94% | 8/5/2025 |
 Regeneron (REGN) | 0.16% | 0% | 51.96% | 12/31/2024 |
 Marathon Digital (MARA) | 0.15% | 0% | 14.77% | 11/5/2024 |
 IES Holdings (IESC) | 0.14% | 0.59% | 18.69% | - |
 TransMedics (TMDX) | 0.14% | 0% | 12.52% | 5/9/2025 |
 Synopsys (SNPS) | 0.13% | 0% | 57.2% | 3/3/2025 |
 Premier (PINC) | 0.13% | 0% | 11.59% | 10/2/2024 |
 Paramount (PSKY) | 0.13% | 0% | 12.52% | 7/15/2024 |
 DoorDash (DASH.US) | 0.13% | 0% | 21.5% | 5/29/2025 |
 Weatherford (WFRD) | 0.13% | 0% | 11.59% | 3/3/2025 |
 SNDL (SNDL) | 0.13% | 0% | 13.64% | 8/11/2025 |
 Astrana Health (ASTH) | 0.13% | 0% | 11.59% | 10/2/2024 |
 Ryanair (RYAAY) | 0.12% | 0% | 11.59% | 11/5/2024 |
 Tetra Tech (TTEK) | 0.12% | 0% | 11.59% | 11/5/2024 |
 Ensign Group (ENSG) | 0.12% | 0% | 11.03% | 12/2/2024 |
 LifeMD (LFMD) | 0.12% | 0% | 10.65% | 4/29/2025 |
 Sunrun (RUN) | 0.12% | 0% | 12.52% | 7/15/2024 |
 eHealth (EHTH) | 0.12% | 0% | 11.03% | 8/1/2024 |
 Opendoor (OPEN) | 0.11% | 0% | 9.35% | 9/3/2024 |
 Novavax (NVAX) | 0.1% | 0% | 8.04% | 5/8/2024 |
 Niu (NIU) | 0.09% | 0% | 7.85% | 6/20/2024 |
 Shopify (SHOP) | 0.09% | 0.6% | 18.69% | - |
 Canadian Solar (CSIQ) | 0.09% | 0% | 7.85% | 8/1/2024 |
 Nikola (NKLAQ) | 0.09% | 0% | 7.85% | 6/20/2024 |
 Thomson Reuters (TRI) | 0.09% | 0.2% | 35.14% | - |
 Marriott (MAR) | 0.08% | 0% | 35.7% | 3/3/2025 |
 AST SpaceMobile (ASTS) | 0.08% | 0% | 7.66% | 2/10/2025 |
 Baidu (BIDU) | 0.08% | 0% | 6.17% | 11/5/2024 |
 SpartanNash (SPTN) | 0.07% | 0% | 6.36% | 2/3/2025 |
 Avnet (AVT) | 0.07% | 0% | 6.36% | 2/3/2025 |
 Stericycle (SRCL) | 0.07% | 0% | 6.17% | 11/5/2024 |
 Monster Beverage (MNST) | 0.07% | 0% | 6.17% | 11/5/2024 |
 Roku (ROKU) | 0.07% | 0% | 6.36% | 2/3/2025 |
 ScanSource (SCSC) | 0.06% | 0% | 5.23% | 3/3/2025 |
 Radnet (RDNT) | 0.06% | 0% | 5.23% | 3/3/2025 |
 Krispy Kreme (DNUT) | 0.06% | 0% | 5.23% | 3/3/2025 |
 Marqeta (MQ) | 0.06% | 0% | 6.17% | 11/5/2024 |
 Fulgent (FLGT) | 0.06% | 0% | 4.86% | 12/2/2024 |
 Liberty Global (LBTYA) | 0.06% | 0% | 5.23% | 3/3/2025 |
 Fastenal (FAST) | 0.06% | 0% | 5.23% | 3/3/2025 |
 Pool Corp. (POOL) | 0.06% | 0% | 5.23% | 3/3/2025 |
 Liberty Global (LBTYK) | 0.06% | 0% | 5.23% | 3/3/2025 |
 Payoneer (PAYO) | 0.06% | 0% | 5.42% | 10/2/2024 |
 BioNTech SE (BNTX) | 0.06% | 0% | 5.42% | 12/31/2024 |
 Supermicro (SMCI) | 0.06% | 0% | 4.67% | 7/15/2024 |
 United Airlines (UAL) | 0.06% | 0% | 5.42% | 12/31/2024 |
 Allbirds (BIRD) | 0.05% | 0% | 5.42% | 10/2/2024 |
 Organigram (OGI) | 0.05% | 0% | 5.42% | 12/31/2024 |
 Li Auto (LI) | 0.05% | 0% | 5.23% | 10/1/2024 |
 Luminar (LAZR) | 0.04% | 0% | 4.67% | 7/15/2024 |
 Fortinet (FTNT) | 0.04% | 0% | 19.63% | 8/7/2025 |
 Affirm (AFRM) | 0.04% | 0% | 3.18% | 8/1/2024 |
 SoFi (SOFI) | 0.04% | 0% | 3.18% | 8/1/2024 |
 PureCycle (PCT.US) | 0.04% | 0% | 3.55% | 6/17/2025 |
 Marvell (MRVL) | 0.04% | 0% | 12.34% | 3/7/2025 |
 CSX (CSX) | 0.03% | 0% | 12.52% | 7/15/2024 |
 Atlassian (TEAM) | 0.02% | 0% | 5.23% | 3/3/2025 |
 Workday (WDAY) | 0.01% | 0% | 5.42% | 10/2/2024 |
 AppLovin (APP) | 0% | 0% | 0.56% | 3/6/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 6.87% | 9.91% |
| NVIDIA (NVDA) | 5.51% | 8.51% |
| Microsoft (MSFT) | 9.34% | 8.08% |
| Alphabet (GOOG) | 5.94% | 6.04% |
| Amazon (AMZN) | 5.41% | 6% |
| Meta (META) | 3.14% | 3.81% |
| Tesla (TSLA) | 1.15% | 3.44% |
| Broadcom (AVGO) | 1.73% | 2.87% |
| Rivian (RIVN) | 1.57% | 1.19% |
| Oatly (OTLY) | 1.34% | 1.14% |
| Ballard Power (BLDP) | 1.67% | 1.14% |
| Celsius (CELH) | 1.25% | 1.12% |
| Azenta (AZTA) | 1.43% | 1.12% |
| Blink Charging (BLNK) | 1.21% | 1.12% |
| Vodafone (VOD) | 1.25% | 1.12% |
| AST SpaceMobile (ASTS) | 1.32% | 1.11% |
| Walgreens (WBA) | 1.31% | 1.11% |
| American Airlines (AAL) | 1.32% | 1.11% |
| Weatherford (WFRD) | 1.32% | 1.1% |
| New Fortress Energy (NFE) | 1.32% | 1.1% |
| Iridium (IRDM) | 1.32% | 1.1% |
| Roku (ROKU) | 1.32% | 1.1% |
| Avnet (AVT) | 1.32% | 1.1% |
| PayPal (PYPL) | 1.32% | 1.1% |
| AGNC (AGNC) | 1.32% | 1.1% |
| Crocs (CROX) | 1.32% | 1.09% |
| Guardant Health (GH) | 1.32% | 1.09% |
| T-Mobile (TMUS) | 1.32% | 1.09% |
| Patterson (PDCO) | 1.32% | 1.09% |
| SpartanNash (SPTN) | 1.32% | 1.09% |
| Exelon (EXC) | 1.32% | 1.09% |
| Moderna (MRNA) | 1.27% | 1.08% |
| Costco (COST) | 0.95% | 1.08% |
| Beyond Meat (BYND) | 1.32% | 1.08% |
| Tilray (TLRY) | 1.31% | 1.07% |
| Aurora Cannabis (ACB) | 1.21% | 1.07% |
| Option Care Health (OPCH) | 1.32% | 1.07% |
| Netflix (NFLX) | 0.62% | 0.98% |
| ASML (ASML) | 0.77% | 0.7% |
| Cisco (CSCO) | 0.52% | 0.63% |
| PepsiCo (PEP) | 0.92% | 0.55% |
| Linde (LIN) | 0.63% | 0.52% |
| AstraZeneca (AZN) | 0.63% | 0.52% |
| AMD (AMD) | 0.96% | 0.51% |
| Intuitive Surgical (ISRG) | 0.35% | 0.5% |
| Adobe (ADBE) | 0.72% | 0.5% |
| Intuit (INTU) | 0.56% | 0.46% |
| Palantir (PLTR) | 0.43% | 0.45% |
| Texas Instruments (TXN) | 0.52% | 0.45% |
| Qualcomm (QCOM) | 0.72% | 0.44% |
| Booking (BKNG) | 0.29% | 0.42% |
| Honeywell (HON) | 0.36% | 0.38% |
| Comcast (CMCSA) | 0.49% | 0.37% |
| Amgen (AMGN) | 0.59% | 0.36% |
| PDD Holdings (PDD) | 0.65% | 0.35% |
| Sanofi (SNY) | 0.44% | 0.34% |
| Applied Materials (AMAT) | 0.42% | 0.34% |
| ARM (ARM) | 0.42% | 0.34% |
| Fiserv (FI) | 0.22% | 0.3% |
| ADP (ADP) | 0.26% | 0.3% |
| Gilead Sciences (GILD) | 0.2% | 0.3% |
| Vertex (VRTX) | 0.36% | 0.28% |
| Starbucks (SBUX) | 0.22% | 0.27% |
| Analog Devices (ADI) | 0.29% | 0.26% |
| Marvell (MRVL) | 0.31% | 0.25% |
| Micron (MU) | 0.35% | 0.25% |
| Equinix (EQIX) | 0.17% | 0.24% |
| Lam Research (LRCX) | 0.42% | 0.23% |
| Crowdstrike (CRWD) | 0.27% | 0.22% |
| CME Group (CME) | 0.19% | 0.22% |
| Intel (INTC) | 0.27% | 0.22% |
| Airbnb (ABNB) | 0.2% | 0.21% |
| Cadence (CDNS) | 0.25% | 0.21% |
| KLA (KLAC) | 0.32% | 0.21% |
| Marriott (MAR) | 0.25% | 0.2% |
| Mondelez (MDLZ) | 0.35% | 0.2% |
| MercadoLibre (MELI) | 0.23% | 0.19% |