Portfolio Diversification
Range
Most Diversified
17 instruments
October 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
14.8 instruments
Most Consistent Holdings
Top 5
META99.91%
AMZN99.91%
KO99.91%
PG99.91%
ADBE99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 23.5% | 29.08% | 99.91% | - |
| Coca-Cola (KO) | 11.32% | 10.76% | 99.91% | - |
| Procter & Gamble (PG) | 10.4% | 8.24% | 99.91% | - |
 Elevance Health (ELV) | 8.18% | 5.56% | 99.91% | - |
 Walmart (WMT) | 6.83% | 9.81% | 99.81% | - |
 AECOM (ACM) | 6.57% | 5.76% | 99.91% | - |
 Haleon (HLN) | 5.23% | 5.07% | 97.2% | - |
 Bitcoin (BTC) | 4.95% | 7.45% | 69.07% | - |
 Graphic Packaging (GPK) | 4.42% | 2.36% | 99.91% | - |
| Adobe (ADBE) | 4.21% | 2.73% | 99.91% | - |
| Amazon (AMZN) | 3.74% | 4.27% | 99.91% | - |
 TD Synnex (SNX.US) | 3.22% | 3.63% | 99.91% | - |
 Cardano (ADA) | 2% | 1.74% | 99.91% | - |
 Seanergy (SHIP) | 1.32% | 1.5% | 99.91% | - |
 BioNano (BNGO) | 0.47% | -0.02% | 64.95% | 1/8/2025 |
 AT&T (T) | 0.05% | 1.01% | 5.23% | - |
 ASML (ASML) | 0.05% | 0.94% | 5.23% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 17.53% | 26.7% |
| Procter & Gamble (PG) | 12.89% | 9.63% |
| Coca-Cola (KO) | 12.89% | 9.58% |
| Bitcoin (BTC) | 5.15% | 8.08% |
| Walmart (WMT) | 5.93% | 7.7% |
| AECOM (ACM) | 6.19% | 6.37% |
| Elevance Health (ELV) | 5.16% | 5.83% |
| Haleon (HLN) | 5.93% | 5% |
| Amazon (AMZN) | 4.38% | 4.27% |
| Graphic Packaging (GPK) | 3.61% | 4.23% |
| Cardano (ADA) | 3% | 3.8% |
| Adobe (ADBE) | 5.16% | 3.53% |
| TD Synnex (SNX.US) | 2.58% | 2.88% |
| Seanergy (SHIP) | 2.58% | 1.09% |
| BioNano (BNGO) | 5.16% | 0.01% |