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Portfolio Diversification
Range
Most Diversified
24 instruments
August 26, 2023
Least Diversified
0 instruments
November 2, 2024
Average
16.4 instruments
Most Consistent Holdings
Top 5
VTI96.48%
HPQ92.63%
SSTK55.24%
MO52.84%
PSKY48.2%
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 |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 31.41% | 0% | 96.48% | 6/12/2026 |
| HP (HPQ) | 4.28% | 0% | 92.63% | 6/12/2026 |
| Altria (MO) | 2.46% | 0% | 52.84% | 11/1/2024 |
 Atkore (ATKR) | 2% | 0% | 28.82% | 1/3/2024 |
 Crocs (CROX) | 1.93% | 0% | 42.59% | 3/19/2025 |
 Nucor (NUE) | 1.88% | 0% | 28.82% | 1/3/2024 |
 CF Industries (CF) | 1.87% | 0% | 48.2% | 11/1/2024 |
 Alpha Metallurgical (AMR) | 1.86% | 0% | 28.82% | 1/3/2024 |
 AMN Healthcare (AMN) | 1.7% | 0% | 48.2% | 11/1/2024 |
| Shutterstock (SSTK) | 1.68% | 0% | 55.24% | 6/12/2026 |
 Arch Resources (ARCH) | 1.62% | 0% | 28.82% | 1/3/2024 |
 Thryv (THRY) | 1.57% | 0% | 43.63% | 6/12/2026 |
 Bumble (BMBL) | 1.51% | 0% | 43.63% | 6/12/2026 |
 Academy Sports (ASO) | 1.44% | 0% | 40.03% | 11/1/2024 |
 Cargurus (CARG) | 1.38% | 0% | 39.95% | 11/1/2024 |
| Paramount (PSKY) | 1.3% | 0% | 48.2% | 11/1/2024 |
 AbCellera (ABCL) | 1.25% | 0% | 48.2% | 11/1/2024 |
 Dell (DELL) | 1.25% | 0% | 23.38% | 4/5/2024 |
 Catalyst Pharmaceuticals (CPRX) | 1.21% | 0% | 34.35% | 11/1/2024 |
 Lantheus (LNTH) | 1.15% | 0% | 16.65% | 11/1/2024 |
 Williams-Sonoma (WSM) | 1.14% | 0% | 23.38% | 4/5/2024 |
 Axcelis (ACLS) | 1.12% | 0% | 19.46% | 8/6/2025 |
 Deluxe (DLX) | 1.12% | 0% | 23.38% | 6/12/2026 |
 Southwestern Energy (SWN) | 1.05% | 0% | 31.55% | 4/5/2024 |
 GigaCloud (GCT) | 1.05% | 0% | 19.46% | 8/6/2025 |
 Olaplex (OLPX) | 1.04% | 0% | 48.2% | 11/1/2024 |
 Ironwood Pharmaceuticals (IRWD) | 0.99% | 0% | 34.27% | 11/1/2024 |
 PBF Energy (PBF) | 0.96% | 0% | 23.38% | 4/5/2024 |
 Frontdoor (FTDR) | 0.95% | 0% | 16.65% | 11/1/2024 |
 Enerplus Corp (ERF) | 0.93% | 0% | 23.38% | 4/5/2024 |
 Fox (FOXA) | 0.86% | 0% | 20.9% | 6/12/2026 |
 Allison (ALSN) | 0.84% | 0% | 16.81% | 6/12/2026 |
 Wiley (WLY) | 0.82% | 0% | 23.3% | 6/12/2026 |
 Abercrombie & Fitch (ANF) | 0.82% | 0% | 16.81% | 6/12/2026 |
 FranklinCovey (FC) | 0.82% | 0% | 24.02% | 6/12/2026 |
 European Wax Center (EWCZ) | 0.81% | 0% | 21.06% | 5/11/2026 |
 U.S. Steel (X) | 0.79% | 0% | 16.01% | 1/3/2024 |
 Embecta (EMBC) | 0.75% | 0% | 16.65% | 11/1/2024 |
 Consensus Cloud (CCSI) | 0.73% | 0% | 20.9% | 6/12/2026 |
 Perdoceo (PRDO) | 0.71% | 0% | 20.18% | 6/12/2026 |
 NEXTracker (NXT.US) | 0.66% | 0% | 9.53% | 4/4/2025 |
 Bath & Body Works (BBWI) | 0.66% | 0% | 23.7% | 6/12/2026 |
 Strategic Education (STRA) | 0.65% | 0% | 16.81% | 6/12/2026 |
 Getty Images (GETY) | 0.64% | 0% | 24.1% | 6/12/2026 |
 Lululemon (LULU) | 0.64% | 0% | 16.65% | 6/12/2026 |
 Sirius XM (SIRI) | 0.6% | 0% | 16.65% | 11/1/2024 |
 ZipRecruiter (ZIP) | 0.6% | 0% | 16.65% | 11/1/2024 |
 United Airlines (UAL) | 0.59% | 0% | 23.54% | 11/1/2024 |
 TriNet (TNET) | 0.53% | 0% | 16.17% | 6/12/2026 |
 TEGNA (TGNA) | 0.52% | 0% | 14.73% | 3/23/2026 |
 Huron (HURN) | 0.51% | 0% | 23.54% | 11/1/2024 |
 Ingredion (INGR) | 0.49% | 0% | 23.54% | 11/1/2024 |
 FMC (FMC) | 0.49% | 0% | 23.54% | 11/1/2024 |
 Playtika (PLTK) | 0.36% | 0% | 8.17% | 6/13/2023 |
 Interpublic Group (IPG) | 0.35% | 0% | 9.05% | 12/3/2025 |
 TTEC (TTEC) | 0.23% | 0% | 23.54% | 11/1/2024 |
 Garrett Motion (GTX.US) | 0.16% | 0% | 4% | 11/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 24.14% | 27.96% |
| Abercrombie & Fitch (ANF) | 3.64% | 6.53% |
| Fox (FOXA) | 3.64% | 4.69% |
| Lululemon (LULU) | 3.64% | 4.69% |
| Deluxe (DLX) | 3.64% | 4.58% |
| Allison (ALSN) | 3.64% | 4.43% |
| TriNet (TNET) | 3.64% | 3.96% |
| Strategic Education (STRA) | 3.64% | 3.87% |
| TEGNA (TGNA) | 3.64% | 3.42% |
| Shutterstock (SSTK) | 3.64% | 3.19% |
| FranklinCovey (FC) | 3.65% | 3.18% |
| Perdoceo (PRDO) | 3.64% | 3.1% |
| European Wax Center (EWCZ) | 3.64% | 3.06% |
| Wiley (WLY) | 3.64% | 2.95% |
| Consensus Cloud (CCSI) | 3.64% | 2.88% |
| Getty Images (GETY) | 3.69% | 2.7% |
| HP (HPQ) | 3.65% | 2.61% |
| Bath & Body Works (BBWI) | 3.64% | 2.5% |
| Bumble (BMBL) | 3.65% | 1.62% |
| Thryv (THRY) | 3.77% | 1.46% |
Cash & Instruments Over Time
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