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Portfolio Diversification
Range
Most Diversified
30 instruments
October 1, 2026
Least Diversified
0 instruments
January 6, 2026
Average
14.7 instruments
Most Consistent Holdings
Top 5
BAC97.04%
JPM97.04%
GS97.04%
WFC97.04%
USB97.04%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 6, 2026)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bank of America (BAC) | 11.13% | 5.97% | 97.04% | - |
 Mitsubishi UFJ (MUFG) | 7.01% | 3.03% | 97.04% | - |
 Mizuho Financial Group (MFG) | 6.17% | 2.71% | 97.04% | - |
 Sumitomo Mitsui (SMFG) | 6.09% | 3.35% | 97.04% | - |
| Wells Fargo (WFC) | 6.06% | 4.34% | 97.04% | - |
| Goldman Sachs (GS) | 5.76% | 3.46% | 97.04% | - |
| US Bancorp (USB) | 5.3% | 3.25% | 97.04% | - |
| JPMorgan (JPM) | 5.15% | 2.89% | 97.04% | - |
 PNC (PNC) | 5.09% | 3.05% | 97.04% | - |
 Morgan Stanley (MS) | 4.88% | 2.76% | 97.04% | - |
 TD (TD) | 4.86% | 0% | 96.3% | 9/30/2026 |
 RBC (RY) | 4.83% | 0% | 96.3% | 9/30/2026 |
 Truist (TFC) | 4.65% | 3.27% | 97.04% | - |
 Scotiabank (BNS) | 4.42% | 0% | 96.3% | 9/30/2026 |
 HDFC (HDB) | 3.27% | 3.31% | 97.04% | - |
 Citi (C) | 0.05% | 6.23% | 0.74% | - |
 Huntington (HBAN) | 0.03% | 4.2% | 0.74% | - |
 Citizens (CFG) | 0.03% | 3.83% | 0.74% | - |
 Fifth Third (FITB) | 0.03% | 3.51% | 0.74% | - |
 Western Alliance (WAL) | 0.02% | 3.28% | 0.74% | - |
 Regions (RF) | 0.02% | 3.19% | 0.74% | - |
 KeyCorp (KEY) | 0.02% | 3.16% | 0.74% | - |
 First Horizon (FHN) | 0.02% | 3.12% | 0.74% | - |
 Zions (ZION) | 0.02% | 3.12% | 0.74% | - |
 Banco Santander (SAN) | 0.02% | 2.94% | 0.74% | - |
 M&T Bank (MTB) | 0.02% | 3.02% | 0.74% | - |
 Deutsche Bank (DB) | 0.02% | 2.96% | 0.74% | - |
 Bradesco (BBD) | 0.02% | 2.83% | 0.74% | - |
 Barclays (BCS) | 0.02% | 2.77% | 0.74% | - |
 State Street (STT) | 0.02% | 2.76% | 0.74% | - |
 ICICI Bank (IBN) | 0.02% | 2.62% | 0.74% | - |
 UBS (UBS) | 0.02% | 2.48% | 0.74% | - |
 BNY Mellon (BNY) | 0.02% | 2.48% | 0.74% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
There is no history available for this day.
Cash & Instruments Over Time
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