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Portfolio Diversification
Range
Most Diversified
24 instruments
August 26, 2023
Least Diversified
0 instruments
November 2, 2024
Average
16.3 instruments
Most Consistent Holdings
Top 5
VTI96.61%
HPQ92.44%
MO57.34%
PSKY52.3%
CF52.3%
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) | 31.76% | 28.24% | 96.61% | - |
| HP (HPQ) | 4.45% | 2.33% | 92.44% | - |
| Altria (MO) | 2.67% | 0% | 57.34% | 11/1/2024 |
 Atkore (ATKR) | 2.17% | 0% | 31.28% | 1/3/2024 |
 Crocs (CROX) | 2.1% | 0% | 46.22% | 3/19/2025 |
 Nucor (NUE) | 2.04% | 0% | 31.28% | 1/3/2024 |
| CF Industries (CF) | 2.03% | 0% | 52.3% | 11/1/2024 |
 Alpha Metallurgical (AMR) | 2.02% | 0% | 31.28% | 1/3/2024 |
 AMN Healthcare (AMN) | 1.85% | 0% | 52.3% | 11/1/2024 |
 Arch Resources (ARCH) | 1.75% | 0% | 31.28% | 1/3/2024 |
 Thryv (THRY) | 1.64% | 0.78% | 39.27% | - |
 Shutterstock (SSTK) | 1.6% | 3% | 51.87% | - |
 Academy Sports (ASO) | 1.56% | 0% | 43.44% | 11/1/2024 |
 Bumble (BMBL) | 1.51% | 1.42% | 39.27% | - |
 Cargurus (CARG) | 1.49% | 0% | 43.35% | 11/1/2024 |
| Paramount (PSKY) | 1.41% | 0% | 52.3% | 11/1/2024 |
 AbCellera (ABCL) | 1.36% | 0% | 52.3% | 11/1/2024 |
 Dell (DELL) | 1.35% | 0% | 25.37% | 4/5/2024 |
 Catalyst Pharmaceuticals (CPRX) | 1.31% | 0% | 37.27% | 11/1/2024 |
 Lantheus (LNTH) | 1.25% | 0% | 18.07% | 11/1/2024 |
 Williams-Sonoma (WSM) | 1.24% | 0% | 25.37% | 4/5/2024 |
 Axcelis (ACLS) | 1.22% | 0% | 21.11% | 8/6/2025 |
 Southwestern Energy (SWN) | 1.14% | 0% | 34.23% | 4/5/2024 |
 GigaCloud (GCT) | 1.14% | 0% | 21.11% | 8/6/2025 |
 Olaplex (OLPX) | 1.13% | 0% | 52.3% | 11/1/2024 |
 Ironwood Pharmaceuticals (IRWD) | 1.07% | 0% | 37.19% | 11/1/2024 |
 PBF Energy (PBF) | 1.04% | 0% | 25.37% | 4/5/2024 |
 Frontdoor (FTDR) | 1.03% | 0% | 18.07% | 11/1/2024 |
 Enerplus Corp (ERF) | 1.01% | 0% | 25.37% | 4/5/2024 |
 U.S. Steel (X) | 0.86% | 0% | 17.38% | 1/3/2024 |
 Embecta (EMBC) | 0.81% | 0% | 18.07% | 11/1/2024 |
 Deluxe (DLX) | 0.79% | 5.81% | 17.72% | - |
 NEXTracker (NXT.US) | 0.72% | 0% | 10.34% | 4/4/2025 |
 Sirius XM (SIRI) | 0.65% | 0% | 18.07% | 11/1/2024 |
 ZipRecruiter (ZIP) | 0.65% | 0% | 18.07% | 11/1/2024 |
 United Airlines (UAL) | 0.64% | 0% | 25.54% | 11/1/2024 |
 European Wax Center (EWCZ) | 0.63% | 4.98% | 17.81% | - |
 Fox (FOXA) | 0.61% | 3.92% | 14.6% | - |
 Wiley (WLY) | 0.6% | 3.69% | 17.72% | - |
 FranklinCovey (FC) | 0.6% | 2.37% | 18.07% | - |
 Getty Images (GETY) | 0.56% | 1.75% | 18.07% | - |
 Huron (HURN) | 0.55% | 0% | 25.54% | 11/1/2024 |
 Abercrombie & Fitch (ANF) | 0.54% | 4.51% | 10.17% | - |
 Bath & Body Works (BBWI) | 0.53% | 2.64% | 17.9% | - |
 Ingredion (INGR) | 0.53% | 0% | 25.54% | 11/1/2024 |
 FMC (FMC) | 0.53% | 0% | 25.54% | 11/1/2024 |
 TEGNA (TGNA) | 0.51% | 3.72% | 14.6% | - |
 Consensus Cloud (CCSI) | 0.49% | 4.12% | 14.6% | - |
 Perdoceo (PRDO) | 0.49% | 3.71% | 14.25% | - |
 Allison (ALSN) | 0.48% | 5.4% | 10.17% | - |
 Lululemon (LULU) | 0.44% | 3.92% | 10.17% | - |
 Strategic Education (STRA) | 0.4% | 4.06% | 10.17% | - |
 Playtika (PLTK) | 0.4% | 0% | 8.86% | 6/13/2023 |
 Interpublic Group (IPG) | 0.38% | 0% | 9.82% | 12/3/2025 |
 TriNet (TNET) | 0.36% | 2.66% | 9.9% | - |
 TTEC (TTEC) | 0.25% | 0% | 25.54% | 11/1/2024 |
 Garrett Motion (GTX.US) | 0.18% | 0% | 4.34% | 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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