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Portfolio Diversification
Range
Most Diversified
74 instruments
October 28, 2023
Least Diversified
0 instruments
March 17, 2022
Average
19.6 instruments
Most Consistent Holdings
Top 5
MSFT53.55%
AAPL47.89%
BRK.B39.21%
CRWD36.58%
TSLA33.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Direxion Daily Semiconductors Bull 3x Shares (SOXL) | 6.59% | 0% | 24.41% | 9/7/2023 |
| Microsoft (MSFT) | 3.89% | 3.82% | 53.55% | - |
| Apple (AAPL) | 3.14% | 3.08% | 47.89% | - |
| Berkshire Hathaway (BRK.B) | 2.82% | 3.04% | 39.21% | - |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 2.78% | 0% | 24.28% | 4/2/2024 |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGA) | 2.32% | 0% | 6.84% | 7/20/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 2.19% | 0% | 21.97% | 7/1/2024 |
 ISHARES MSCI INDIA SMALL-CAP (SMIN.US) | 2.04% | 0% | 20.39% | 3/17/2025 |
 iShares MSCI India ETF (INDA) | 1.63% | 0% | 27.11% | 4/29/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.59% | 0% | 4.61% | 4/10/2025 |
 ExxonMobil (XOM) | 1.56% | 4.34% | 17.96% | - |
 iShares Semiconductor ETF (SOXX) | 1.56% | 0% | 7.83% | 5/8/2024 |
 McDonald's (MCD) | 1.54% | 3.23% | 17.89% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.38% | 0% | 25.2% | 7/1/2025 |
| Crowdstrike (CRWD) | 1.36% | 2.4% | 36.58% | - |
 Qifu Technology (QFIN) | 1.26% | 0% | 16.91% | 3/17/2025 |
 Lantheus (LNTH) | 1.22% | 0% | 20.39% | 3/17/2025 |
 EZCORP (EZPW) | 1.18% | 0% | 24.01% | 3/17/2025 |
 UnitedHealth (UNH) | 1.16% | 0% | 19.41% | 7/3/2025 |
 Ultragenyx (RARE.US) | 1.08% | 0% | 20.39% | 3/17/2025 |
 Petrobras (PBR.A) | 1.08% | 0% | 26.64% | 3/17/2025 |
 Trip.com (TCOM.CH) | 0.98% | 0% | 16.91% | 3/17/2025 |
 Columbia India Consumer ETF (INCO) | 0.98% | 0% | 20.39% | 3/17/2025 |
 Honeywell (HON) | 0.97% | 0% | 9.14% | 11/19/2025 |
 Makemytrip (MMYT) | 0.93% | 0% | 16.91% | 3/17/2025 |
 Datadog (DDOG) | 0.91% | 0% | 28.42% | 3/17/2025 |
 Global X Uranium ETF (URA) | 0.89% | 0% | 20.39% | 3/17/2025 |
 Woori Financial (WF) | 0.85% | 0% | 16.91% | 3/17/2025 |
 Merck (MRK) | 0.78% | 4.09% | 11.45% | - |
| Tesla (TSLA) | 0.76% | 0% | 33.42% | 3/19/2025 |
 TSMC (TSM) | 0.73% | 3.85% | 14.21% | - |
 iShares Silver Trust (SLV) | 0.73% | 0% | 25.33% | 5/8/2024 |
 Rocket (RCKT) | 0.72% | 0% | 22.11% | 3/17/2025 |
 PDD Holdings (PDD) | 0.7% | 0% | 16.91% | 3/17/2025 |
 VanEck Vectors Gold Miners ETF (GDX) | 0.7% | 0% | 25.33% | 5/8/2024 |
 NVIDIA (NVDA) | 0.7% | 0% | 11.51% | 7/2/2025 |
 ASML (ASML) | 0.66% | 0% | 19.01% | 3/23/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 0.62% | 0% | 4.47% | 6/10/2025 |
 Kinsale (KNSL) | 0.6% | 0% | 19.14% | 5/8/2024 |
 Zscaler (ZS) | 0.54% | 0% | 16.05% | 7/3/2025 |
 Accenture (ACN) | 0.52% | 2.58% | 19.67% | - |
 Southern Copper (SCCO) | 0.52% | 0% | 25.79% | 3/17/2025 |
 Inotiv (NOTV) | 0.52% | 0% | 20.39% | 3/17/2025 |
 Mobileye (MBLY) | 0.51% | 0% | 22.83% | 3/17/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.49% | 0% | 5.07% | 7/2/2025 |
 ServiceNow (NOW) | 0.45% | 2.03% | 19.67% | - |
 Costco (COST) | 0.43% | 3.55% | 8.75% | - |
 Mastercard (MA) | 0.41% | 2.96% | 8.82% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.41% | 0% | 2.96% | 3/10/2023 |
 Veeva (VEEV) | 0.39% | 0% | 19.93% | 5/8/2024 |
 Snowflake (SNOW) | 0.39% | 0% | 14.01% | 7/3/2025 |
 Broadcom (AVGO) | 0.39% | 2.82% | 8.68% | - |
 Meta (META) | 0.37% | 0% | 16.25% | 12/21/2023 |
 Qualcomm (QCOM) | 0.37% | 2.42% | 8.82% | - |
 First Solar (FSLR) | 0.37% | 2.47% | 8.82% | - |
 Autodesk (ADSK) | 0.37% | 2.59% | 8.82% | - |
 Rubrik Inc (RBRK) | 0.37% | 0% | 5.53% | 7/3/2025 |
 Arch Resources (ARCH) | 0.36% | 0% | 7.37% | 5/8/2024 |
 Forestar (FOR) | 0.34% | 0% | 6.97% | 5/8/2024 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.34% | 0% | 6.91% | 5/8/2024 |
 ProShares UltraPro S&P 500 (UPRO) | 0.31% | 0% | 2.43% | 3/23/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.31% | 0% | 6.91% | 11/21/2024 |
 Cloudflare (NET) | 0.3% | 0% | 9.93% | 7/3/2025 |
 Lockheed Martin (LMT) | 0.29% | 0% | 2.63% | 11/19/2025 |
 Rheinmetall (RHM.DE) | 0.29% | 0% | 5.46% | 7/3/2025 |
 Supermicro (SMCI) | 0.29% | 0% | 10.59% | 12/21/2023 |
 ServisFirst (SFBS) | 0.28% | 0% | 8.09% | 7/28/2023 |
 Uber (UBER) | 0.26% | 0% | 12.24% | 12/21/2023 |
 MercadoLibre (MELI) | 0.25% | 0% | 14.01% | 7/3/2025 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.24% | 0% | 5.39% | 7/5/2023 |
 Enphase (ENPH) | 0.24% | 0% | 11.78% | 12/21/2023 |
 ATI (ATI) | 0.24% | 3.89% | 4.54% | - |
 CVS Health (CVS) | 0.24% | 0% | 5.59% | 7/3/2025 |
 Invesco Solar ETF (TAN) | 0.23% | 0% | 5.39% | 7/5/2023 |
 Vertex (VRTX) | 0.23% | 0% | 10.86% | 12/21/2023 |
 GER40 Index (Non Expiry) (GER40) | 0.23% | 0% | 1.58% | 3/24/2026 |
 Airbnb (ABNB) | 0.22% | 0% | 10.86% | 12/21/2023 |
 KraneShares Global Carbon ETF (KRBN) | 0.22% | 0% | 10.86% | 12/21/2023 |
 Astronics (ATRO) | 0.22% | 0% | 4.14% | 1/21/2026 |
 STAG (STAG) | 0.22% | 0% | 10.86% | 12/21/2023 |
 ARK Innovation ETF (ARKK) | 0.21% | 0% | 2.04% | 3/23/2023 |
 Shopify (SHOP) | 0.21% | 0% | 10.86% | 12/21/2023 |
 Alkermes (ALKS) | 0.21% | 0% | 11.64% | 5/8/2024 |
 Ubisoft (UBI.PA) | 0.21% | 0% | 6.64% | 7/5/2023 |
 Genmab (GMAB.US) | 0.21% | 1.45% | 8.75% | - |
 Incyte (INCY) | 0.2% | 1.47% | 8.82% | - |
 Trade Desk (TTD) | 0.19% | 0% | 19.93% | 5/8/2024 |
 Adyen (ADYEN.NV) | 0.19% | 0% | 13.55% | 7/3/2025 |
 Artivion (AORT) | 0.19% | 1.21% | 8.82% | - |
 IAG (IAG.L) | 0.18% | 0% | 6.91% | 5/8/2024 |
 Protagonist (PTGX) | 0.18% | 0% | 6.78% | 5/8/2024 |
 Paycom (PAYC) | 0.18% | 0% | 10.86% | 12/21/2023 |
 Crown Castle (CCI) | 0.18% | 0% | 19.93% | 5/8/2024 |
 Comcast (CMCSA) | 0.17% | 0% | 7.37% | 5/8/2024 |
 DigitalOcean (DOCN) | 0.17% | 0% | 10.53% | 12/21/2023 |
 Netflix (NFLX) | 0.17% | 0% | 0.66% | 1/31/2022 |
 Zealand Pharma A/S (ZEAL.CO) | 0.16% | 0.94% | 8.75% | - |
 Global X MSCI Argentina ETF (ARGT) | 0.16% | 0% | 3.49% | 7/1/2024 |
 Upstart (UPST) | 0.15% | 0% | 1.97% | 1/31/2022 |
 American Assets Trust (AAT) | 0.15% | 0% | 5.2% | 7/5/2023 |
 Nu (NU) | 0.15% | 0% | 10.86% | 12/21/2023 |
 Axcelis (ACLS) | 0.14% | 0% | 5.2% | 7/5/2023 |
 Tellurian (TELL) | 0.14% | 0% | 5.2% | 7/5/2023 |
 Equity Commonwealth (EQC) | 0.13% | 0% | 15.66% | 5/8/2024 |
 Arista (ANET) | 0.13% | 0% | 10.86% | 12/21/2023 |
 Reddit Inc (RDDT) | 0.13% | 0% | 5.33% | 7/2/2025 |
 First Financial (FFIN) | 0.13% | 0% | 22.37% | 5/8/2024 |
 Ardelyx (ARDX) | 0.13% | 0% | 5.92% | 5/8/2024 |
 Black Hills (BKH) | 0.13% | 0% | 5.39% | 7/5/2023 |
 Meta (META.RTH) | 0.12% | 0% | 2.3% | 5/14/2025 |
 Hawaiian Electric (HE) | 0.12% | 0% | 5.39% | 7/5/2023 |
 NextEra (NEE) | 0.12% | 0% | 5.39% | 7/5/2023 |
 Starbucks (SBUX) | 0.12% | 0% | 5.39% | 7/5/2023 |
 Axon (AXON) | 0.12% | 0% | 10.86% | 12/21/2023 |
 Amazon (AMZN) | 0.12% | 0% | 10.86% | 12/21/2023 |
 BHP (BHP) | 0.11% | 0% | 5.2% | 7/5/2023 |
 UMB Financial (UMBF) | 0.11% | 0% | 21.38% | 5/8/2024 |
 AbbVie (ABBV) | 0.11% | 0% | 5.39% | 7/5/2023 |
 U.S. Steel (X) | 0.11% | 0% | 1.05% | 4/14/2023 |
 GitLab (GTLB) | 0.11% | 0% | 10.86% | 12/21/2023 |
 MAA (MAA) | 0.11% | 0% | 10.86% | 12/21/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.1% | 0% | 0.13% | 5/4/2022 |
 Turkcell (TKC) | 0.1% | 0% | 3.82% | 5/8/2024 |
 Global-E (GLBE) | 0.1% | 0% | 10.86% | 12/21/2023 |
 ProShares Short VIX Short-Term Futures ETF (SVXY) | 0.1% | 0% | 0.79% | 10/16/2023 |
 Lakeland Financial (LKFN) | 0.1% | 0% | 14.67% | 1/26/2024 |
 Simon (SPG) | 0.09% | 0% | 8.49% | 11/15/2023 |
 Hudson (HDSN) | 0.09% | 0% | 4.08% | 5/8/2024 |
 Nevro (NVRO) | 0.09% | 0% | 8.88% | 10/30/2023 |
 Hanesbrands (HBI) | 0.08% | 0% | 10.86% | 12/21/2023 |
 Zura Bio (ZURA) | 0.08% | 0% | 3.29% | 5/8/2024 |
 GrafTech (EAF) | 0.08% | 0% | 7.43% | 10/30/2023 |
 Cracker Barrel (CBRL) | 0.08% | 0% | 15.66% | 5/8/2024 |
 Marathon Petroleum (MPC) | 0.07% | 0% | 15% | 5/8/2024 |
 Altria (MO) | 0.07% | 0% | 3.22% | 7/5/2023 |
 Twilio (TWLO) | 0.07% | 0% | 6.05% | 7/5/2023 |
 AXA (CS.PA) | 0.07% | 0% | 2.89% | 5/8/2024 |
 Innovative Solutions and Support Inc (ISSC) | 0.06% | 2.81% | 1.32% | - |
 MongoDB (MDB) | 0.06% | 0% | 5.92% | 12/21/2023 |
 Cable One (CABO) | 0.06% | 0% | 12.76% | 5/8/2024 |
 Franklin FTSE India ETF (FLIN) | 0.06% | 0% | 1.18% | 4/29/2025 |
 Flex (FLEX) | 0.06% | 0% | 1.05% | 4/14/2023 |
 Transdigm (TDG) | 0.06% | 0% | 1.05% | 4/14/2023 |
 Direxion Daily Gold Miners Index Bull 2X Shares (NUGT) | 0.05% | 0% | 1.32% | 1/20/2022 |
 Celsius (CELH) | 0.05% | 0% | 1.05% | 4/14/2023 |
 Commerce Bank (CBSH) | 0.05% | 0% | 5.46% | 9/5/2023 |
 Nano-X (NNOX) | 0.05% | 0% | 10.07% | 12/21/2023 |
 UMC (UMC) | 0.05% | 0% | 0.99% | 4/14/2023 |
 Chiliz (CHZ) | 0.05% | 0% | 1.32% | 1/20/2022 |
 CRISPR Therapeutics (CRSP) | 0.05% | 0% | 1.32% | 1/20/2022 |
 Entegris (ENTG) | 0.05% | 0% | 0.99% | 4/12/2023 |
 Asana (ASAN) | 0.05% | 0% | 1.32% | 1/20/2022 |
 Cognex (CGNX) | 0.05% | 0% | 12.76% | 5/8/2024 |
 ARK Genomic Revolution ETF (ARKG) | 0.05% | 0% | 1.32% | 1/20/2022 |
 SoFi (SOFI) | 0.05% | 0% | 1.32% | 1/20/2022 |
 Monday.com (MNDY) | 0.05% | 0% | 7.17% | 12/21/2023 |
 Temenos (TEMN.ZU) | 0.05% | 0% | 0.39% | 3/28/2023 |
 Invesco QQQ (QQQ) | 0.05% | 0% | 1.12% | 4/10/2025 |
 SPDR Bloomberg High Yield Bond ETF (JNK) | 0.05% | 0% | 0.92% | 4/12/2023 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.05% | 0% | 1.32% | 1/20/2022 |
 ProShares UltraShort S&P500 (SDS) | 0.04% | 0% | 0.86% | 4/12/2023 |
 Northern Oil and Gas (NOG) | 0.04% | 0% | 5.2% | 7/5/2023 |
 QuantumScape (QS) | 0.04% | 0% | 1.32% | 1/20/2022 |
 Marqeta (MQ) | 0.04% | 0% | 1.32% | 1/20/2022 |
 Novocure (NVCR) | 0.04% | 0% | 1.32% | 1/20/2022 |
 Permian Resources (PR) | 0.04% | 0% | 5.2% | 7/5/2023 |
 AAR Corp (AIR.US) | 0.04% | 0.67% | 4.67% | - |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.04% | 0% | 0.86% | 4/12/2023 |
 Enviva (EVVAQ) | 0.04% | 0% | 4.01% | 9/5/2023 |
 SilverGate (SICPQ) | 0.04% | 0% | 1.32% | 1/20/2022 |
 ImmunoGen Inc (IMGN) | 0.04% | 0% | 4.54% | 12/21/2023 |
 Direxion Daily S&P Biotech Bull 3X Shares (LABU.US) | 0.04% | 0% | 1.32% | 1/20/2022 |
 Affirm (AFRM) | 0.04% | 0% | 1.32% | 1/20/2022 |
 Alcoa (AA) | 0.04% | 0% | 10.39% | 4/2/2024 |
 Frontline (FRO) | 0.03% | 0% | 5.92% | 12/21/2023 |
 Curve (CRV) | 0.03% | 0% | 1.32% | 1/20/2022 |
 EPR (EPR) | 0.03% | 0% | 1.45% | 7/5/2023 |
 Chewy (CHWY) | 0.03% | 0% | 10.39% | 12/21/2023 |
 Sea (SE) | 0.03% | 0% | 1.32% | 1/20/2022 |
 Shift4 (FOUR) | 0.03% | 0% | 5.92% | 12/21/2023 |
 Futu (FUTU) | 0.03% | 0% | 0.26% | 3/28/2023 |
 Direxion Daily Financial Bull 3X Shares (FAS) | 0.03% | 0% | 0.66% | 1/10/2022 |
 dLocal (DLO) | 0.03% | 0% | 5.92% | 12/21/2023 |
 Li Auto (LI) | 0.03% | 0% | 5.92% | 12/21/2023 |
 Schrodinger (SDGR) | 0.03% | 0% | 5.92% | 12/21/2023 |
 Rocket Lab (RKLB) | 0.03% | 0% | 5.92% | 12/21/2023 |
 Simmons (SFNC) | 0.03% | 0% | 3.22% | 7/5/2023 |
 Sabre (SABR) | 0.03% | 0% | 2.96% | 7/28/2023 |
 Bank of Hawaii (BOH) | 0.03% | 0% | 3.22% | 7/5/2023 |
 Live Oak (LOB) | 0.03% | 0% | 2.96% | 7/28/2023 |
 Advance Auto Parts (AAP) | 0.03% | 0% | 4.54% | 11/20/2023 |
 Basic Attention Token (BAT) | 0.02% | 0% | 1.32% | 1/20/2022 |
 UiPath (PATH) | 0.02% | 0% | 0.66% | 1/10/2022 |
 Direxion Daily FTSE China Bull 3X Shares (YINN) | 0.02% | 0% | 0.66% | 1/10/2022 |
 Shift Technologies Inc Class A (SFTGQ) | 0.02% | 0% | 1.32% | 1/20/2022 |
 Amgen (AMGN) | 0.02% | 0% | 4.54% | 12/21/2023 |
 Roku (ROKU) | 0.02% | 0% | 1.32% | 1/20/2022 |
 Spirit AeroSystems (SPR) | 0.02% | 0% | 4.67% | 11/22/2023 |
 Leslie's (LESL) | 0.02% | 0% | 3.68% | 11/7/2023 |
 Solana (SOL) | 0.02% | 0% | 1.32% | 1/20/2022 |
 Monster Beverage (MNST) | 0.02% | 0% | 3.68% | 12/21/2023 |
 Arhaus (ARHS) | 0.02% | 0% | 1.71% | 5/8/2024 |
 Rayonier (RYN) | 0.02% | 0% | 3.16% | 10/30/2023 |
 Axie Infinity (AXS) | 0.02% | 0% | 1.32% | 1/20/2022 |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0.02% | 0% | 0.07% | 2/1/2022 |
 Chegg (CHGG) | 0.01% | 0% | 1.45% | 7/5/2023 |
 FB Financial (FBK) | 0.01% | 0% | 1.51% | 7/28/2023 |
 Dash (DASH) | 0.01% | 0% | 1.32% | 1/20/2022 |
 HSBC (HSBC) | 0.01% | 0% | 1.45% | 7/5/2023 |
 Ryanair (RYAAY) | 0.01% | 0% | 1.45% | 7/5/2023 |
 Olaplex (OLPX) | 0.01% | 0% | 1.45% | 7/5/2023 |
 Marcus & Millichap (MMI) | 0.01% | 0% | 3.29% | 12/15/2023 |
 Baidu (BIDU) | 0.01% | 0% | 1.45% | 7/5/2023 |
 Ocular Therapeutix (OCUL) | 0.01% | 0% | 1.51% | 5/8/2024 |
 Direxion Daily Small Cap Bull 3X Shares (TNA) | 0.01% | 0% | 0.33% | 1/5/2022 |
 ICU Medical (ICUI) | 0.01% | 0% | 2.04% | 10/30/2023 |
 Uniswap (UNI) | 0.01% | 0% | 1.32% | 1/20/2022 |
 Sandisk Corp/DE (SNDK) | 0.01% | 3.69% | 0.2% | - |
 DJ30 Index (Non Expiry) (DJ30) | 0.01% | 0% | 0.53% | 7/28/2023 |
 UNFI (UNFI) | 0.01% | 2.36% | 0.2% | - |
 Solstice Advanced Materi (SOLS) | 0.01% | 0% | 1.05% | 11/19/2025 |
 ADS (WMS) | 0% | 0% | 0.46% | 7/5/2023 |
 Zurn Elkay (ZWS) | 0% | 0% | 0.46% | 7/5/2023 |
 DocuSign (DOCU) | 0% | 0% | 0.2% | 1/3/2022 |
 Adobe (ADBE) | 0% | 0% | 0.07% | 4/14/2023 |
 First Republic Bank (FRCB) | 0% | 0% | 0.53% | 5/4/2023 |
 Mural Oncology (MURA) | 0% | 0% | 2.24% | 12/21/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Merck (MRK) | 4.71% | 5.17% |
| Accenture (ACN) | 4.7% | 5.13% |
| Astronics (ATRO) | 4.7% | 5.06% |
| Mastercard (MA) | 4.7% | 4.99% |
| TSMC (TSM) | 4.7% | 4.97% |
| ASML (ASML) | 4.7% | 4.78% |
| Apple (AAPL) | 4.71% | 4.77% |
| ExxonMobil (XOM) | 4.71% | 4.75% |
| Qualcomm (QCOM) | 4.7% | 4.73% |
| First Solar (FSLR) | 4.7% | 4.73% |
| Autodesk (ADSK) | 4.7% | 4.69% |
| McDonald's (MCD) | 4.71% | 4.66% |
| Berkshire Hathaway (BRK.B) | 4.71% | 4.64% |
| Microsoft (MSFT) | 4.71% | 4.59% |
| Broadcom (AVGO) | 4.7% | 4.53% |
| Costco (COST) | 4.7% | 4.48% |
| ServiceNow (NOW) | 4.7% | 4.36% |
| Crowdstrike (CRWD) | 4.7% | 4.17% |
| Genmab (GMAB.US) | 2.4% | 2.38% |
| Artivion (AORT) | 2.35% | 2.34% |
| Incyte (INCY) | 2.35% | 2.25% |
| Zealand Pharma A/S (ZEAL.CO) | 2.4% | 2.1% |
Cash & Instruments Over Time
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