U-optimize assets history on eToro

U-optimize

🇱🇻 Long/Short Financial Services Smart Portfolio.

289 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash

November 9, 2024

Lowest Cash

July 8, 2022

Average Cash

Portfolio Diversification

Range

Most Diversified

43 instruments

July 7, 2022

Least Diversified

0 instruments

February 2, 2025

Average

34.1 instruments

Most Consistent Holdings

Top 5

MKTX

99.91%

PYPL

99.66%

BIO

99.49%

PFE

81.66%

EBAY

80.63%

Position Sizing

Analysis

Avg Largest Position

Avg Smallest Position

Size Distribution

Small (<10%)

Medium (10-20%)

Large (>20%)

Market Exposure

Analysis

Highest Exposure

July 8, 2022

Lowest Exposure

November 9, 2024

Average Exposure

30-Day Trend

Current Average

Monthly Change

Top Sectors

Top 5

Finance

14.99%

Health Technology

12.24%

Technology Services

10.3%

Electronic Technology

8.86%

Energy Minerals

6.6%

Top Countries

Top 5

🇺🇸United States

74.41%

🇨🇭Switzerland

1.03%

🇳🇱Netherlands

0.24%

🇧🇲Bermuda

0.23%

🇮🇪Ireland

0.21%

Number of Instruments

Holdings over time

(Since January 1, 2022)

Instrument	Avg. Exposure	Current Exposure	Time Holding	Last Closed
Pfizer (PFE)	1.69%	1.38%	81.66%	-
MarketAxess (MKTX)	1.64%	0.98%	99.91%	-
Occidental (OXY)	1.47%	1.83%	57.85%	-
Bio-Rad (BIO)	1.39%	0.77%	99.49%	-
ConocoPhillips (COP)	1.36%	2.06%	53.92%	-
eBay (EBAY)	1.33%	0%	80.63%	9/3/2024
Take-Two (TTWO)	1.19%	2.71%	55.8%	-
Weyerhaeuser (WY)	1.16%	3.36%	53.5%	-
EA (EA)	1.15%	0%	44.37%	7/30/2024
Home Depot (HD)	1.12%	0%	41.47%	2/27/2024
Albemarle (ALB)	1.06%	0.53%	72.7%	-
Biogen (BIIB)	1.03%	1.2%	51.19%	-
PayPal (PYPL)	1%	0.73%	99.66%	-
EOG Resources (EOG)	0.94%	0%	34.3%	8/12/2024
Cooper (COO)	0.92%	0%	43.34%	5/2/2024
Adobe (ADBE)	0.91%	2.33%	46.25%	-
Garmin (GRMN)	0.87%	0%	52.9%	10/12/2023
Skyworks (SWKS)	0.86%	0%	32.25%	2/9/2023
T. Rowe Price (TROW)	0.81%	0%	56.31%	11/21/2023
Marathon Oil (MRO)	0.8%	0%	32.51%	5/29/2024
Crown Castle (CCI)	0.8%	0%	29.44%	8/1/2024
Extra Space (EXR)	0.79%	3.2%	29.44%	-
Equifax (EFX)	0.76%	3.3%	28.58%	-
Etsy (ETSY)	0.75%	0%	59.3%	12/26/2023
Moderna (MRNA)	0.73%	0%	36.01%	12/26/2023
Oracle (ORCL)	0.7%	0%	29.18%	9/10/2024
Broadcom (AVGO)	0.7%	2.92%	25.17%	-
Netflix (NFLX)	0.68%	0%	37.03%	4/4/2023
Johnson & Johnson (JNJ)	0.68%	2.72%	26.79%	-
Coterra (CTRA)	0.66%	0%	25.6%	4/12/2024
Regeneron (REGN)	0.64%	0%	21.08%	9/13/2022
Lam Research (LRCX)	0.64%	0%	22.27%	3/31/2023
NVIDIA (NVDA)	0.63%	2.6%	25.17%	-
Alphabet (GOOG)	0.63%	0%	23.98%	3/31/2023
Monster Beverage (MNST)	0.61%	0%	21.84%	3/10/2025
Qualcomm (QCOM)	0.59%	2.48%	22.87%	-
Prologis (PLD)	0.59%	0%	22.18%	4/22/2024
Simon (SPG)	0.57%	0%	26.62%	2/14/2023
Activision Blizzard, Inc. (ATVI)	0.54%	0%	17.15%	7/21/2022
Meta (META)	0.54%	0%	37.54%	4/10/2023
Masco (MAS)	0.53%	2.95%	20.82%	-
Texas Instruments (TXN)	0.52%	0%	21.84%	1/16/2024
HCA (HCA)	0.51%	0%	17.92%	12/6/2023
Las Vegas Sands (LVS)	0.5%	0%	23.55%	9/27/2024
Hasbro (HAS)	0.49%	0%	20.9%	3/3/2025
Franklin Resources (BEN)	0.49%	0%	30.8%	5/3/2024
APA (APA)	0.48%	1.84%	22.87%	-
Pioneer Natural Resources Company (PXD)	0.48%	0%	18.43%	10/6/2023
Align (ALGN)	0.46%	0%	32.68%	2/16/2023
Otis (OTIS)	0.46%	0%	18.43%	8/18/2022
C.H. Robinson (CHRW)	0.45%	0%	18%	3/3/2025
Diamondback (FANG)	0.45%	0%	23.04%	10/17/2023
Thermo Fisher (TMO)	0.44%	0%	16.81%	7/21/2022
CF Industries (CF)	0.44%	0%	18.77%	10/18/2023
Keysight Technologies (KEYS)	0.43%	0%	18.86%	8/18/2022
Incyte (INCY)	0.43%	0%	16.47%	11/28/2022
Mosaic (MOS)	0.43%	0%	16.81%	11/21/2023
Copart (CPRT)	0.42%	0%	19.28%	8/18/2022
Baxter (BAX)	0.41%	2.62%	14.68%	-
BlackRock (BLK)	0.41%	0%	18.43%	8/18/2022
D.R. Horton (DHI)	0.41%	0%	18.86%	8/18/2022
Lennar (LEN)	0.4%	0%	18.86%	8/18/2022
Nasdaq (NDAQ)	0.4%	2.98%	16.38%	-
Enphase (ENPH)	0.39%	0%	18.34%	11/26/2024
Microsoft (MSFT)	0.38%	0%	7.42%	3/29/2022
Rockwell Automation (ROK)	0.38%	0%	18.43%	8/18/2022
Tyler (TYL)	0.37%	0%	15.19%	7/25/2024
Berkshire Hathaway (BRK.B)	0.37%	0%	15.87%	4/3/2023
Boston Properties (BXP)	0.37%	0%	12.54%	4/9/2025
Domino's (DPZ)	0.37%	0%	17.15%	7/21/2022
Devon Energy (DVN)	0.36%	0%	13.57%	8/11/2023
Paycom (PAYC)	0.36%	2.91%	12.8%	-
Welltower (WELL)	0.36%	0%	15.02%	5/9/2024
Public Storage (PSA)	0.35%	0%	12.88%	1/9/2024
3M (MMM)	0.35%	0%	13.99%	1/21/2025
News Corp (NWSA)	0.35%	0%	14.76%	11/8/2024
ICE (ICE)	0.34%	0%	13.31%	2/8/2024
FIS (FIS)	0.34%	0%	16.55%	3/1/2024
Teledyne (TDY)	0.34%	0%	13.65%	1/24/2024
S&P Global (SPGI)	0.34%	0%	13.74%	4/9/2025
Danaher (DHR)	0.33%	2.82%	15.36%	-
Truist (TFC)	0.33%	0%	12.12%	4/4/2025
ResMed (RMD)	0.33%	0%	13.82%	1/26/2024
Salesforce (CRM)	0.33%	0%	14.16%	2/8/2024
Prudential (PRU)	0.32%	0%	13.4%	5/17/2024
GM (GM)	0.32%	0%	11.77%	2/19/2025
LabCorp (LH)	0.32%	0%	13.91%	6/17/2024
DuPont (DD)	0.32%	0%	10.07%	11/15/2022
Autodesk (ADSK)	0.31%	0%	12.29%	8/6/2024
DexCom (DXCM)	0.3%	0%	11.09%	12/10/2024
Amgen (AMGN)	0.3%	0%	11.43%	8/8/2023
FMC (FMC)	0.3%	1.76%	15.1%	-
Parker-Hannifin (PH)	0.3%	0%	11.95%	1/19/2024
Federal Realty (FRT)	0.29%	0%	10.41%	3/7/2023
Comerica (CMA)	0.29%	0%	7.68%	11/20/2023
Bristol-Myers Squibb (BMY)	0.29%	0%	11.69%	9/3/2024
International Paper (IP.US)	0.28%	0%	10.92%	10/31/2024
Zions (ZION)	0.28%	0%	11.26%	2/9/2023
Ulta (ULTA)	0.27%	0%	8.87%	12/11/2023
Hewlett Packard Enterprise (HPE)	0.27%	0%	9.98%	10/19/2023
Huntington (HBAN)	0.27%	0%	10.84%	7/18/2024
Fortinet (FTNT)	0.27%	0%	11.35%	1/8/2024
Iron Mountain (IRM)	0.27%	0%	12.88%	10/10/2024
Bio-Techne (TECH)	0.26%	0%	10.15%	1/5/2024
FedEx (FDX)	0.26%	0%	10.75%	12/14/2023
IBM (IBM)	0.26%	0%	10.41%	1/22/2024
Cardinal Health (CAH)	0.26%	0%	10.07%	3/1/2024
Synopsys (SNPS)	0.26%	2.25%	9.81%	-
Capital One (COF)	0.26%	0%	9.9%	1/30/2025
Principal Financial (PFG)	0.25%	0%	9.22%	12/6/2023
GE (GE)	0.25%	0%	9.98%	3/9/2023
Monolithic Power (MPWR)	0.25%	0%	9.81%	11/20/2023
Vertex (VRTX)	0.24%	2.79%	8.36%	-
Carrier (CARR)	0.24%	0%	9.73%	6/27/2023
NXP (NXPI)	0.24%	0%	8.36%	11/20/2023
O'Reilly Auto (ORLY)	0.24%	0%	9.39%	8/26/2022
Arch Capital (ACGL)	0.23%	2.8%	8.36%	-
PTC (PTC)	0.22%	0%	9.22%	3/7/2023
IFF (IFF)	0.22%	0%	9.22%	11/7/2024
Dayforce (DAY)	0.21%	0%	8.11%	9/25/2023
American Tower (AMT)	0.21%	0%	7.85%	11/7/2024
Gartner (IT)	0.21%	0%	8.19%	8/26/2022
Cummins (CMI)	0.2%	0%	8.96%	3/6/2025
ADP (ADP)	0.2%	0%	7.08%	7/26/2023
Fortive (FTV)	0.2%	0%	7.94%	12/8/2022
Western Digital (WDC)	0.2%	0%	7%	3/3/2025
Revvity (RVTY)	0.19%	0%	7.42%	3/29/2022
Xylem (XYL)	0.19%	0%	7%	2/7/2024
ConEd (ED)	0.19%	0%	6.91%	3/7/2023
Apple (AAPL)	0.19%	0%	7.42%	3/29/2022
Visa (V)	0.19%	0%	7%	3/29/2022
Corpay (CPAY)	0.18%	0%	6.74%	1/11/2024
NetApp (NTAP)	0.18%	2.39%	7.59%	-
Goldman Sachs (GS)	0.18%	0%	7.94%	10/15/2024
Ralph Lauren (RL)	0.18%	0%	6.83%	3/7/2023
Tyson Foods (TSN)	0.18%	0%	6.23%	1/27/2025
Atmos (ATO)	0.17%	0%	6.31%	3/3/2023
Analog Devices (ADI)	0.17%	0%	7.51%	12/11/2023
Altria (MO)	0.17%	0%	5.72%	3/9/2022
T-Mobile (TMUS)	0.17%	0%	8.87%	12/16/2022
Raytheon (RTX)	0.17%	0%	9.39%	7/25/2024
IDEXX (IDXX)	0.17%	0%	5.8%	2/16/2023
Waters (WAT)	0.16%	0%	5.55%	11/28/2022
Seagate (STX.US)	0.16%	0%	6.4%	6/12/2024
Citi (C)	0.16%	0%	7.25%	11/25/2024
Aptiv (APTV)	0.16%	0%	7.08%	8/15/2023
Equity Residential (EQR)	0.16%	0%	5.63%	2/16/2023
JPMorgan (JPM)	0.15%	0%	5.12%	4/14/2025
Intel (INTC)	0.15%	0%	5.55%	12/14/2023
Kimco (KIM)	0.15%	0%	6.23%	1/12/2023
Mohawk (MHK)	0.15%	0%	7.08%	6/25/2024
Eli Lilly (LLY)	0.15%	0%	5.72%	3/9/2022
AbbVie (ABBV)	0.15%	0%	4.69%	11/15/2022
MGM (MGM)	0.14%	0%	5.29%	8/16/2023
Leidos (LDOS)	0.14%	0%	5.46%	2/13/2024
BorgWarner (BWA)	0.14%	0%	4.95%	1/27/2023
Synchrony (SYF)	0.14%	0%	5.03%	2/9/2023
Hologic (HOLX)	0.14%	0%	7%	3/24/2022
Roper (ROP)	0.13%	0%	4.86%	4/9/2025
Akamai (AKAM)	0.13%	0%	4.95%	8/9/2023
KeyCorp (KEY)	0.13%	0%	4.35%	2/9/2023
Mettler-Toledo (MTD)	0.13%	0%	6.48%	1/3/2024
Entergy (ETR)	0.13%	0%	4.44%	1/12/2023
Progressive (PGR)	0.13%	0%	4.95%	1/12/2024
ON Semiconductor (ON)	0.13%	0%	5.63%	3/1/2024
Loews (L)	0.13%	0%	5.12%	2/5/2024
First Solar (FSLR)	0.13%	2.58%	4.69%	-
Charles Schwab (SCHW)	0.12%	0%	4.27%	11/20/2023
L3Harris (LHX)	0.12%	0%	4.78%	8/17/2023
Travelers (TRV)	0.12%	0%	6.4%	4/4/2024
Micron (MU)	0.11%	0%	4.44%	6/12/2024
Huntington Ingalls (HII)	0.11%	0%	4.95%	2/14/2024
Arthur J. Gallagher (AJG)	0.11%	2.87%	4.78%	-
Dentsply Sirona (XRAY)	0.11%	0%	4.18%	5/23/2023
A O Smith (AOS)	0.1%	0%	4.27%	12/8/2023
United Rentals (URI)	0.1%	0%	3.41%	6/13/2023
Allstate (ALL)	0.1%	0%	3.92%	1/4/2024
Vistra (VST)	0.1%	2.95%	3.41%	-
Alphabet (GOOGL)	0.1%	2.42%	4.01%	-
Ford (F)	0.1%	0%	3.84%	7/31/2023
Church & Dwight (CHD)	0.1%	0%	4.1%	1/23/2024
Nielsen Holdings plc (NLSN)	0.1%	0%	3.16%	8/15/2022
Catalent (CTLT)	0.1%	0%	4.18%	12/23/2024
ConAgra (CAG)	0.09%	0%	3.41%	5/11/2023
ANSYS (ANSS)	0.09%	0%	3.41%	2/28/2023
BlackStone (BX)	0.09%	2.56%	3.41%	-
Royal Caribbean (RCL)	0.09%	2.6%	3.33%	-
Globe Life (GL)	0.09%	0%	3.07%	9/22/2022
Brown-Forman (BF-B)	0.08%	2.67%	3.16%	-
Discover (DFS)	0.08%	2.66%	3.24%	-
Amazon (AMZN)	0.08%	0%	3.67%	5/18/2023
Boston Scientific (BSX.US)	0.08%	0%	4.86%	12/29/2023
Edwards Lifesciences (EW)	0.08%	0%	2.9%	4/14/2025
STERIS (STE)	0.08%	0%	2.73%	12/8/2022
CDW (CDW)	0.08%	0%	2.9%	10/19/2023
Caesars (CZR)	0.08%	0%	2.9%	3/7/2023
CSX (CSX)	0.08%	0%	2.82%	11/21/2023
Southwest (LUV)	0.07%	0%	4.52%	4/8/2024
Ameren (AEE)	0.07%	0%	3.24%	5/15/2023
Paramount (PARA)	0.07%	0%	2.82%	5/4/2023
Warner Bros Discovery (WBD)	0.07%	0%	2.47%	4/27/2023
Arista (ANET)	0.07%	0%	2.3%	3/31/2023
Booking (BKNG)	0.07%	0%	2.3%	11/15/2023
Constellation Brands (STZ)	0.07%	0%	2.47%	7/6/2023
Aon (AON)	0.06%	0%	2.3%	11/15/2023
Norwegian Cruise Line (NCLH)	0.06%	0%	3.07%	12/8/2022
EQT (EQT)	0.06%	2.9%	2.13%	-
NVR (NVR)	0.06%	0%	2.22%	4/3/2023
Humana (HUM)	0.06%	0%	2.39%	4/21/2023
CoStar (CSGP)	0.06%	2.75%	2.13%	-
AES (AES)	0.06%	0%	1.96%	1/12/2023
Viatris (VTRS)	0.06%	0%	2.13%	3/3/2023
VF Corp (VFC)	0.05%	0%	2.56%	12/18/2024
Vulcan Materials (VMC)	0.05%	0%	1.96%	12/13/2023
Dollar Tree (DLTR)	0.05%	0%	2.05%	12/16/2022
BD (BDX)	0.05%	0%	1.88%	4/28/2023
Ecolab (ECL)	0.05%	0%	1.88%	12/13/2023
US Bancorp (USB)	0.05%	0%	1.88%	12/13/2023
Corteva (CTVA)	0.05%	0%	1.71%	5/4/2023
Lockheed Martin (LMT)	0.05%	0%	5.29%	3/3/2022
Realty Income (O)	0.05%	0%	1.79%	3/7/2023
Comcast (CMCSA)	0.05%	0%	1.79%	10/6/2023
Baker Hughes (BKR)	0.04%	0%	1.62%	10/4/2023
CarMax (KMX)	0.04%	0%	1.54%	3/7/2023
Newmont (NEM)	0.04%	0%	1.37%	4/27/2023
Zebra (ZBRA)	0.04%	0%	1.71%	7/30/2024
TE Connectivity (TEL.US)	0.03%	2.9%	1.28%	-
Sempra (SRE)	0.03%	0%	2.13%	1/12/2023
Alaska Air (ALK)	0.03%	0%	1.19%	7/12/2023
Zimmer Biomet (ZBH)	0.03%	0%	1.19%	1/23/2024
Ventas (VTR)	0.03%	0%	1.96%	9/15/2022
Jacobs (J)	0.03%	0%	1.02%	12/9/2022
Johnson Controls (JCI)	0.03%	0%	1.28%	8/4/2023
Darden (DRI)	0.03%	0%	1.19%	1/14/2022
Marriott (MAR)	0.03%	0%	1.19%	1/14/2022
Merck (MRK)	0.02%	2.8%	0.85%	-
Dover (DOV)	0.02%	0%	0.94%	4/15/2025
Duke Realty Corp (DRE)	0.02%	0%	0.68%	10/3/2022
Digital Realty (DLR)	0.02%	0%	1.37%	2/8/2024
KLA (KLAC)	0.02%	0%	1.19%	1/14/2022
Corning (GLW)	0.02%	0%	1.19%	6/18/2024
Kroger (KR)	0.02%	0%	1.28%	4/8/2022
The Hartford (HIG)	0.01%	0%	1.11%	12/19/2023
Chevron (CVX)	0.01%	0%	0.6%	1/7/2022
Wells Fargo (WFC)	0.01%	0%	0.6%	1/7/2022
Pentair (PNR)	0.01%	0%	0.85%	12/14/2023
ServiceNow (NOW)	0.01%	0%	0.43%	1/22/2024
Sherwin-Williams (SHW)	0%	0%	0.26%	1/3/2022
Verisk (VRSK)	0%	0%	0.26%	1/3/2022
Quanta Services (PWR)	0%	0%	0.17%	2/22/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date

2025

Instrument	Invested	Value
Hasbro (HAS)	2.55%	3.17%
Weyerhaeuser (WY)	2.52%	3.06%
Extra Space (EXR)	2.52%	2.96%
Tyson Foods (TSN)	2.51%	2.96%
Western Digital (WDC)	2.51%	2.95%
Masco (MAS)	2.51%	2.9%
Equifax (EFX)	2.54%	2.86%
Boston Properties (BXP)	2.51%	2.84%
Monster Beverage (MNST)	2.55%	2.84%
Truist (TFC)	2.51%	2.82%
C.H. Robinson (CHRW)	2.52%	2.78%
GM (GM)	2.51%	2.76%
Nasdaq (NDAQ)	2.51%	2.71%
3M (MMM)	2.55%	2.71%
Cummins (CMI)	2.51%	2.7%
S&P Global (SPGI)	2.51%	2.69%
Take-Two (TTWO)	2.51%	2.69%
Capital One (COF)	2.51%	2.67%
Johnson & Johnson (JNJ)	2.52%	2.42%
ConocoPhillips (COP)	2.56%	2.22%
Occidental (OXY)	2.54%	2.21%
FMC (FMC)	2.51%	2.19%
Pfizer (PFE)	2.35%	1.61%
Biogen (BIIB)	2.47%	1.5%
Bio-Rad (BIO)	2.09%	1.03%
PayPal (PYPL)	2.12%	0.99%
MarketAxess (MKTX)	2.08%	0.95%
Albemarle (ALB)	2.35%	0.84%

Cash Exposure Over Time

Unlock Premium Features

Get access to this feature and many more with BullAware Pro.

Upgrade →

Holdings over time

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Cash Exposure Over Time

Cash Exposure % Over Time

Products

Get in Touch

Resources