Loading...
Portfolio Diversification
Range
Most Diversified
10 instruments
January 4, 2023
Least Diversified
0 instruments
December 14, 2022
Average
9.8 instruments
Most Consistent Holdings
Top 5
GOOG98.2%
MA98.2%
IBKR98.2%
BRK.B90.24%
CRM77.23%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since December 14, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Interactive Brokers Group (IBKR) | 10.1% | 9.08% | 98.2% | - |
| Alphabet (GOOG) | 9.94% | 11.88% | 98.2% | - |
| Mastercard (MA) | 9.73% | 10.16% | 98.2% | - |
| Berkshire Hathaway (BRK.B) | 8.93% | 10.8% | 90.24% | - |
| Salesforce (CRM) | 7.57% | 0% | 77.23% | 11/17/2025 |
 Elevance Health (ELV) | 7.02% | 9.04% | 75.26% | - |
 Liberty Global (LBTYK) | 4.48% | 0% | 46.4% | 5/20/2025 |
 KKR (KKR) | 4.36% | 0% | 42.04% | 5/16/2024 |
 Fiserv (FISV) | 3.41% | 0% | 34.33% | 2/15/2024 |
 Fidelity National Financial (FNF) | 3.11% | 0% | 30.99% | 11/19/2024 |
 Disney (DIS) | 3% | 0% | 31.42% | 5/20/2025 |
 Transdigm (TDG) | 2.75% | 0% | 26.88% | 11/20/2023 |
 GoDaddy (GDDY) | 2.53% | 0% | 23.12% | 5/16/2024 |
 Apollo (APO) | 2.39% | 0% | 23.2% | 11/20/2023 |
 Visa (V) | 2.37% | 10.26% | 24.74% | - |
 Lennar (LEN) | 2.33% | 8.54% | 24.74% | - |
 Insight Enterprises (NSIT.US) | 2.08% | 0% | 23.63% | 2/18/2025 |
 Amazon (AMZN) | 2.04% | 11.82% | 20.46% | - |
 Willis Towers Watson (WTW) | 1.89% | 0% | 19.26% | 5/20/2025 |
 Alibaba (BABA) | 1.83% | 0% | 15.5% | 8/18/2025 |
 Gildan (GIL) | 1.71% | 9.33% | 17.04% | - |
 Brookfield (BN.US) | 1.67% | 8.94% | 16.95% | - |
 Meta (META) | 0.86% | 0% | 7.71% | 8/18/2025 |
 Black Knight Inc. (BKI) | 0.74% | 0% | 7.96% | 5/22/2023 |
 GEO (GEO) | 0.71% | 0% | 7.96% | 5/22/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 6.28% | 11.77% |
| Gildan (GIL) | 11.36% | 10.6% |
| Elevance Health (ELV) | 11.35% | 10.24% |
| Amazon (AMZN) | 11.86% | 10.23% |
| Visa (V) | 11.96% | 9.88% |
| Brookfield (BN.US) | 10.89% | 9.85% |
| Mastercard (MA) | 9.18% | 9.68% |
| Berkshire Hathaway (BRK.B) | 9% | 9.62% |
| Interactive Brokers Group (IBKR) | 6.64% | 9.05% |
| Lennar (LEN) | 10.2% | 8% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.