Loading...
Portfolio Diversification
Range
Most Diversified
15 instruments
January 8, 2026
Least Diversified
0 instruments
January 6, 2026
Average
13.8 instruments
Most Consistent Holdings
Top 5
BAC92%
JPM92%
GS92%
WFC92%
USB92%
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) | 10.69% | 11.45% | 92% | - |
| Wells Fargo (WFC) | 6.44% | 6.98% | 92% | - |
 Mitsubishi UFJ (MUFG) | 6.32% | 6.94% | 92% | - |
| Goldman Sachs (GS) | 5.59% | 6.01% | 92% | - |
 Mizuho Financial Group (MFG) | 5.47% | 6.09% | 92% | - |
 Sumitomo Mitsui (SMFG) | 5.45% | 6.03% | 92% | - |
| US Bancorp (USB) | 5.01% | 5.53% | 92% | - |
| JPMorgan (JPM) | 4.96% | 5.25% | 92% | - |
 PNC (PNC) | 4.84% | 5.33% | 92% | - |
 Truist (TFC) | 4.64% | 5.09% | 92% | - |
 Morgan Stanley (MS) | 4.6% | 4.9% | 92% | - |
 RBC (RY) | 4.35% | 4.7% | 92% | - |
 TD (TD) | 4.22% | 4.59% | 92% | - |
 Scotiabank (BNS) | 4.03% | 4.51% | 92% | - |
 HDFC (HDB) | 3.95% | 4.25% | 92% | - |
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
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.