Portfolio Diversification
Range
Most Diversified
28 instruments
June 25, 2025
Least Diversified
0 instruments
May 8, 2022
Average
13.7 instruments
Most Consistent Holdings
Top 5
MSFT71.92%
GOOG61.77%
AMZN49.92%
TSLA46.43%
AAPL45.62%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 8, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 11.89% | 0% | 49.92% | 2/12/2024 |
 NVIDIA (NVDA) | 6.45% | 0% | 39.29% | 12/17/2024 |
| Alphabet (GOOG) | 6.03% | 0% | 61.77% | 5/30/2025 |
| Microsoft (MSFT) | 5.04% | 4.47% | 71.92% | - |
| Tesla (TSLA) | 3.14% | 0% | 46.43% | 8/29/2025 |
| Apple (AAPL) | 3.07% | 0% | 45.62% | 1/24/2025 |
 Novo-Nordisk (NVO) | 2.59% | 0% | 36.04% | 7/26/2024 |
 ProShares UltraPro QQQ (TQQQ) | 2.12% | 0% | 17.45% | 5/15/2025 |
 Atkore (ATKR) | 1.97% | 0% | 21.83% | 5/10/2023 |
 Builders FirstSource (BLDR) | 1.69% | 0% | 15.67% | 8/22/2023 |
 Clean Harbors (CLH) | 1.48% | 0% | 14.61% | 11/4/2024 |
 Moderna (MRNA) | 1.39% | 0% | 19.64% | 4/12/2023 |
 ITT (ITT) | 1.23% | 0% | 16.07% | 6/7/2024 |
 Bath & Body Works (BBWI) | 1.17% | 0% | 18.67% | 3/31/2023 |
 GoPro (GPRO) | 1.16% | 0% | 19.56% | 4/11/2023 |
 Broadcom (AVGO) | 1.12% | 4.66% | 22% | - |
 Manhattan Associates (MANH) | 1.11% | 0% | 12.99% | 10/23/2023 |
 Badger Meter (BMI) | 1.09% | 0% | 13.88% | 10/25/2024 |
 Celsius (CELH) | 0.95% | 0% | 16.64% | 8/5/2025 |
 Deckers (DECK) | 0.93% | 0% | 14.12% | 7/10/2024 |
 Meta (META) | 0.91% | 0% | 18.02% | 9/23/2025 |
 Coca-Cola Consolidated (COKE) | 0.9% | 0% | 9.33% | 10/25/2024 |
 CDW (CDW) | 0.89% | 0% | 11.04% | 5/3/2024 |
 Axcelis (ACLS) | 0.88% | 0% | 12.99% | 7/19/2024 |
 Huron (HURN) | 0.88% | 0% | 16.56% | 5/28/2025 |
 Howmet Aerospace (HWM) | 0.8% | 0% | 22.16% | 4/4/2025 |
 PayPal (PYPL) | 0.76% | 0% | 11.28% | 2/11/2025 |
 Vir (VIR) | 0.73% | 0% | 19.64% | 4/12/2023 |
 T-Mobile (TMUS) | 0.65% | 0% | 12.42% | 1/6/2025 |
 Murphy USA (MUSA) | 0.63% | 0% | 7.06% | 12/18/2023 |
 Quidel (QDEL) | 0.63% | 0% | 16.72% | 3/6/2023 |
 Rush Street (RSI) | 0.62% | 0% | 10.88% | 9/30/2025 |
 Qualys (QLYS) | 0.62% | 0% | 7.39% | 2/5/2024 |
 Lululemon (LULU) | 0.62% | 0% | 12.18% | 4/4/2025 |
 e.l.f. (ELF) | 0.59% | 0% | 11.36% | 9/21/2023 |
 Paylocity (PCTY) | 0.58% | 0% | 12.18% | 4/4/2025 |
 Hawkins (HWKN) | 0.58% | 0% | 9.01% | 11/4/2024 |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 0.56% | 0% | 10.06% | 9/2/2025 |
 M/I Homes (MHO) | 0.55% | 0% | 11.12% | 9/18/2023 |
 Fortinet (FTNT) | 0.55% | 0% | 9.5% | 3/10/2025 |
 Brown & Brown (BRO) | 0.52% | 0% | 10.8% | 12/10/2024 |
 Copart (CPRT) | 0.51% | 0% | 9.01% | 8/14/2023 |
 Synopsys (SNPS) | 0.5% | 0% | 19.16% | 7/17/2024 |
 Trane (TT) | 0.47% | 0% | 7.87% | 8/12/2024 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.47% | 0% | 6.49% | 5/15/2025 |
 Cintas (CTAS) | 0.47% | 0% | 12.09% | 12/19/2024 |
 Ensign Group (ENSG) | 0.46% | 0% | 9.33% | 11/8/2024 |
 Carvana (CVNA) | 0.45% | 0% | 9.33% | 9/16/2025 |
 Vita Coco (COCO) | 0.44% | 0% | 9.25% | 2/27/2025 |
 PepsiCo (PEP) | 0.43% | 0% | 8.36% | 5/22/2023 |
 iShares Semiconductor ETF (SOXX) | 0.41% | 0% | 9.17% | 3/20/2025 |
 AppLovin (APP) | 0.4% | 0% | 8.28% | 10/6/2025 |
 Arista (ANET) | 0.4% | 0% | 9.42% | 4/22/2024 |
 Hershey (HSY) | 0.39% | 0% | 8.6% | 5/26/2023 |
 Eagle Materials (EXP) | 0.37% | 0% | 6.74% | 4/22/2024 |
 Qualcomm (QCOM) | 0.37% | 0% | 7.87% | 10/10/2025 |
 PCA (PKG) | 0.36% | 0% | 5.11% | 2/5/2024 |
 Netflix (NFLX) | 0.35% | 0% | 8.04% | 10/1/2025 |
 MercadoLibre (MELI) | 0.35% | 0% | 6.98% | 11/7/2024 |
 AST SpaceMobile (ASTS) | 0.34% | 0% | 4.79% | 8/4/2025 |
 Cadence (CDNS) | 0.33% | 0% | 9.09% | 8/14/2023 |
 Invesco QQQ (QQQ) | 0.33% | 0% | 11.85% | 9/15/2025 |
 HP (HPQ) | 0.31% | 0% | 7.87% | 5/17/2023 |
 CRISPR Therapeutics (CRSP) | 0.31% | 5.27% | 9.17% | - |
 Rigetti (RGTI) | 0.31% | 0% | 7.39% | 10/16/2025 |
 Ferrari (RACE) | 0.3% | 0% | 6.25% | 11/5/2024 |
 Arch Capital (ACGL) | 0.29% | 0% | 7.47% | 7/15/2024 |
 Brady (BRC) | 0.28% | 0% | 7.63% | 10/25/2024 |
 Flutter (FLTR.L) | 0.28% | 0% | 6.25% | 9/16/2025 |
 Vertiv (VRT) | 0.28% | 0% | 9.09% | 8/19/2025 |
 TJX (TJX) | 0.28% | 0% | 6.66% | 4/8/2024 |
 Berkshire Hathaway (BRK.B) | 0.27% | 0% | 4.22% | 11/4/2024 |
 Iris Energy (IREN) | 0.25% | 0% | 4.38% | 10/19/2025 |
 Costco (COST) | 0.25% | 0% | 6.25% | 8/19/2025 |
 Dorman (DORM) | 0.25% | 0% | 5.44% | 1/10/2025 |
 StepStone (STEP) | 0.25% | 0% | 5.76% | 8/6/2025 |
 Credo (CRDO) | 0.22% | 0% | 4.55% | 8/19/2025 |
 Rocket Lab (RKLB) | 0.22% | 6.9% | 5.03% | - |
 eBay (EBAY) | 0.22% | 0% | 4.3% | 8/28/2025 |
 Avidity Biosciences (RNA) | 0.21% | 0% | 5.03% | 9/16/2025 |
 Encore Wire Corporation (WIRE) | 0.21% | 0% | 6.17% | 4/26/2023 |
 Fox (FOX) | 0.21% | 0% | 6.17% | 9/10/2025 |
 Tradeweb (TW) | 0.21% | 0% | 4.87% | 1/24/2025 |
 Ionq (IONQ) | 0.19% | 0% | 4.3% | 8/1/2025 |
 Copa (CPA) | 0.19% | 0% | 7.22% | 8/14/2023 |
 Natera (NTRA) | 0.18% | 0% | 3.9% | 7/15/2025 |
 The Sandbox (SAND) | 0.17% | 0% | 10.06% | 9/22/2022 |
 Palo Alto Networks (PANW) | 0.17% | 0% | 2.6% | 8/2/2024 |
 Ethereum (ETH) | 0.17% | 0% | 10.06% | 9/22/2022 |
 CF Industries (CF) | 0.17% | 0% | 4.55% | 4/5/2023 |
 MP Materials (MP) | 0.17% | 0% | 3.65% | 10/16/2025 |
 Intuitive Surgical (ISRG) | 0.16% | 0% | 3.81% | 3/10/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.16% | 0% | 4.38% | 4/27/2023 |
 Darden (DRI) | 0.16% | 0% | 6.82% | 8/14/2023 |
 CyberArk (CYBR) | 0.15% | 0% | 3.49% | 9/24/2025 |
 Zeta Global (ZETA) | 0.15% | 0% | 3.65% | 10/3/2025 |
 ExlService (EXLS) | 0.15% | 0% | 3.33% | 3/10/2025 |
 Vaneck Rare Earth and Strategic Metals (REMX) | 0.15% | 0% | 7.39% | 10/21/2025 |
 Sea (SE) | 0.14% | 0% | 2.68% | 6/10/2025 |
 D-Wave (QBTS) | 0.13% | 0% | 3.33% | 8/19/2025 |
 FinVolution (FINV) | 0.13% | 0% | 3% | 7/25/2025 |
 Matson (MATX) | 0.13% | 0% | 4.55% | 4/5/2023 |
 Zscaler (ZS) | 0.12% | 4.47% | 2.68% | - |
 Spotify (SPOT) | 0.12% | 0% | 2.92% | 9/24/2025 |
 Broadridge (BR) | 0.11% | 0% | 2.35% | 8/27/2024 |
 Hanover (THG) | 0.11% | 0% | 3.08% | 4/4/2025 |
 Crowdstrike (CRWD) | 0.11% | 0% | 5.76% | 10/14/2025 |
 Applied Optoelectronics (AAOI) | 0.11% | 0% | 2.27% | 7/22/2025 |
 ARK Space Exploration And Innovation ETF (ARKX) | 0.11% | 4.6% | 2.35% | - |
 Verisk (VRSK) | 0.11% | 0% | 2.27% | 6/9/2025 |
 Stryker (SYK) | 0.1% | 0% | 2.44% | 12/18/2024 |
 Vertex (VRTX) | 0.1% | 0% | 3.49% | 2/28/2024 |
 Gartner (IT) | 0.1% | 0% | 2.27% | 12/9/2024 |
 AMD (AMD) | 0.1% | 6.73% | 1.54% | - |
 ResMed (RMD) | 0.09% | 0% | 1.46% | 11/15/2024 |
 Royalty Pharma (RPRX) | 0.09% | 0% | 3.17% | 7/8/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.09% | 0% | 1.95% | 5/15/2025 |
 Archer Aviation (ACHR) | 0.08% | 0% | 3.98% | 8/19/2025 |
 Pegasystems (PEGA) | 0.08% | 0% | 1.87% | 2/14/2025 |
 Bloom Energy (BE) | 0.08% | 5.06% | 1.46% | - |
 Kinsale (KNSL) | 0.08% | 0% | 3.49% | 5/25/2023 |
 iShares MSCI India ETF (INDA) | 0.07% | 0% | 1.62% | 6/4/2025 |
 Roblox (RBLX) | 0.07% | 0% | 2.68% | 10/3/2025 |
 Reddit Inc (RDDT) | 0.07% | 0% | 1.54% | 5/21/2025 |
 Corbus Pharmaceuticals (CRBP) | 0.07% | 0% | 1.54% | 6/23/2025 |
 The Cheesecake Factory (CAKE) | 0.07% | 0% | 3.08% | 6/30/2025 |
 Lemonade (LMND) | 0.07% | 0% | 1.38% | 9/26/2025 |
 Procter & Gamble (PG) | 0.07% | 0% | 1.06% | 9/23/2024 |
 CME Group (CME) | 0.07% | 0% | 1.62% | 8/25/2025 |
 Willis Towers Watson (WTW) | 0.07% | 0% | 1.22% | 3/12/2025 |
 FICO (FICO) | 0.07% | 0% | 1.62% | 5/21/2025 |
 Medpace (MEDP) | 0.06% | 0% | 3.08% | 6/1/2023 |
 Harmony Biosciences (HRMY) | 0.06% | 0% | 1.54% | 8/4/2025 |
 Immunocore (IMCR) | 0.06% | 0% | 2.27% | 6/30/2025 |
 Cal-Maine Foods (CALM) | 0.06% | 0% | 1.38% | 9/5/2025 |
 Eos Energy (EOSE) | 0.05% | 0% | 3.98% | 7/31/2025 |
 Amer Sports Inc (AS) | 0.05% | 0% | 1.46% | 9/8/2025 |
 Ulta (ULTA) | 0.05% | 0% | 2.44% | 5/12/2023 |
 Bigbear.Ai (BBAI) | 0.05% | 0% | 1.62% | 10/16/2025 |
 Sprouts (SFM) | 0.04% | 0% | 2.11% | 6/10/2025 |
 SoFi (SOFI) | 0.04% | 5.14% | 0.89% | - |
 Toast (TOST) | 0.04% | 0% | 2.11% | 6/25/2025 |
 Kratos (KTOS) | 0.04% | 0% | 2.27% | 6/13/2025 |
 Quantum Computing Inc (QUBT) | 0.04% | 0% | 0.89% | 9/8/2025 |
 Goosehead Insurance (GSHD) | 0.03% | 0% | 1.46% | 4/4/2025 |
 Pilgrim's Pride (PPC) | 0.03% | 0% | 1.22% | 4/3/2025 |
 WisdomTree Investments Inc (WT) | 0.03% | 0% | 0.65% | 10/3/2025 |
 Verona Pharma (VRNA) | 0.03% | 0% | 2.19% | 6/11/2025 |
 Gilead Sciences (GILD) | 0.03% | 0% | 0.65% | 9/16/2025 |
 Dutch Bros (BROS) | 0.03% | 0% | 0.57% | 6/23/2025 |
 SIGA Technologies (SIGA) | 0.03% | 0% | 0.57% | 10/6/2025 |
 UP Fintech (TIGR) | 0.03% | 0% | 1.3% | 7/16/2025 |
 Lattice (LSCC) | 0.03% | 0% | 1.46% | 5/12/2023 |
 Roivant Sciences (ROIV) | 0.03% | 5.78% | 0.49% | - |
 Penumbra (PEN) | 0.03% | 0% | 1.14% | 5/15/2025 |
 ON Semiconductor (ON) | 0.03% | 0% | 1.22% | 4/27/2023 |
 VMware (VMW) | 0.02% | 0% | 0.24% | 10/19/2023 |
 Micron (MU) | 0.02% | 5.53% | 0.41% | - |
 Bitfarms (BITF) | 0.02% | 0% | 0.89% | 10/17/2025 |
 SoundHound (SOUN) | 0.02% | 0% | 0.49% | 8/20/2025 |
 SK Growth Opportunities Co-A (BULL) | 0.02% | 0% | 0.89% | 10/6/2025 |
 Axon (AXON) | 0.02% | 0% | 0.49% | 8/12/2025 |
 Shockwave Medical Inc (SWAV) | 0.02% | 0% | 0.81% | 5/22/2023 |
 MicroStrategy (MSTR) | 0.02% | 0% | 1.22% | 8/1/2025 |
 ZEEKR (ZK.US) | 0.02% | 0% | 0.32% | 10/10/2025 |
 InterDigital (IDCC) | 0.02% | 0% | 0.32% | 1/10/2025 |
 Ubiquiti (UI) | 0.02% | 0% | 0.81% | 7/30/2025 |
 Crocs (CROX) | 0.02% | 0% | 1.06% | 5/8/2023 |
 TSMC (TSM) | 0.02% | 0% | 0.32% | 3/28/2025 |
 Bitcoin (BTC) | 0.01% | 0% | 0.73% | 4/21/2023 |
 Opendoor (OPEN) | 0.01% | 0% | 0.57% | 10/13/2025 |
 IMAX (IMAX) | 0.01% | 0% | 1.06% | 11/7/2024 |
 Take-Two (TTWO) | 0.01% | 0% | 0.73% | 5/15/2025 |
 C3.ai (AI) | 0.01% | 0% | 0.32% | 6/5/2023 |
 Shopify (SHOP) | 0.01% | 0% | 0.57% | 8/1/2025 |
 Palantir (PLTR) | 0.01% | 0% | 0.49% | 6/5/2025 |
 Oklo (OKLO) | 0.01% | 0% | 0.49% | 6/30/2025 |
 Boyd Gaming (BYD) | 0.01% | 0% | 0.32% | 9/16/2025 |
 Liberty Broadband (LBRDK) | 0.01% | 0% | 0.32% | 6/10/2025 |
 JD.com (JD.US) | 0.01% | 0% | 0.32% | 3/31/2025 |
 Guardant Health (GH) | 0.01% | 0% | 0.57% | 5/15/2025 |
 Urban Outfitters (URBN) | 0.01% | 0% | 0.32% | 8/1/2025 |
 Fastly (FSLY) | 0.01% | 0% | 0.16% | 6/13/2025 |
 Ryder (R) | 0.01% | 0% | 0.16% | 2/28/2025 |
 Akebia (AKBA) | 0% | 0% | 0.24% | 7/25/2025 |
 Millicom (TIGO) | 0% | 0% | 0.08% | 9/24/2025 |
 Rhythm Pharmaceuticals (RYTM) | 0% | 0% | 0.16% | 6/26/2025 |
 Hims & Hers (HIMS) | 0% | 0% | 0.08% | 11/14/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 7.21% | 10% |
| PayPal (PYPL) | 6.72% | 6.81% |
| T-Mobile (TMUS) | 5.3% | 5.6% |
| Alphabet (GOOG) | 4.8% | 5.35% |
| Lululemon (LULU) | 4.8% | 5.33% |
| Vita Coco (COCO) | 4.8% | 4.9% |
| Meta (META) | 5.42% | 4.79% |
| Microsoft (MSFT) | 4.8% | 4.71% |
| Huron (HURN) | 4.8% | 4.66% |
| Paylocity (PCTY) | 4.8% | 4.65% |
| Apple (AAPL) | 4.8% | 4.55% |
| Dorman (DORM) | 4.8% | 4.43% |
| Fortinet (FTNT) | 4.8% | 4.43% |
| iShares Semiconductor ETF (SOXX) | 4.8% | 4.4% |
| Tradeweb (TW) | 4.8% | 4.22% |
| Howmet Aerospace (HWM) | 2.59% | 2.71% |