Portfolio Diversification
Range
Most Diversified
24 instruments
August 26, 2023
Least Diversified
0 instruments
November 2, 2024
Average
16 instruments
Most Consistent Holdings
Top 5
VTI96.31%
HPQ91.78%
MO62.38%
PSKY56.9%
CF56.9%
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) | 32.07% | 28.53% | 96.31% | - |
| HP (HPQ) | 4.62% | 2.85% | 91.78% | - |
| Altria (MO) | 2.9% | 0% | 62.38% | 11/1/2024 |
 Atkore (ATKR) | 2.36% | 0% | 34.03% | 1/3/2024 |
 Crocs (CROX) | 2.28% | 0% | 50.28% | 3/19/2025 |
 Nucor (NUE) | 2.22% | 0% | 34.03% | 1/3/2024 |
| CF Industries (CF) | 2.2% | 0% | 56.9% | 11/1/2024 |
 Alpha Metallurgical (AMR) | 2.19% | 0% | 34.03% | 1/3/2024 |
 AMN Healthcare (AMN) | 2.01% | 0% | 56.9% | 11/1/2024 |
 Arch Resources (ARCH) | 1.91% | 0% | 34.03% | 1/3/2024 |
 Academy Sports (ASO) | 1.7% | 0% | 47.26% | 11/1/2024 |
 Thryv (THRY) | 1.69% | 1.5% | 33.93% | - |
 Cargurus (CARG) | 1.63% | 0% | 47.16% | 11/1/2024 |
| Paramount (PSKY) | 1.53% | 0% | 56.9% | 11/1/2024 |
 Bumble (BMBL) | 1.51% | 1.73% | 33.93% | - |
 AbCellera (ABCL) | 1.48% | 0% | 56.9% | 11/1/2024 |
 Shutterstock (SSTK) | 1.47% | 3.34% | 47.64% | - |
 Dell (DELL) | 1.47% | 0% | 27.6% | 4/5/2024 |
 Catalyst Pharmaceuticals (CPRX) | 1.42% | 0% | 40.55% | 11/1/2024 |
 Lantheus (LNTH) | 1.36% | 0% | 19.66% | 11/1/2024 |
 Williams-Sonoma (WSM) | 1.34% | 0% | 27.6% | 4/5/2024 |
 Axcelis (ACLS) | 1.32% | 0% | 22.97% | 8/6/2025 |
 Southwestern Energy (SWN) | 1.25% | 0% | 37.24% | 4/5/2024 |
 GigaCloud (GCT) | 1.24% | 0% | 22.97% | 8/6/2025 |
 Olaplex (OLPX) | 1.23% | 0% | 56.9% | 11/1/2024 |
 Ironwood Pharmaceuticals (IRWD) | 1.17% | 0% | 40.45% | 11/1/2024 |
 PBF Energy (PBF) | 1.13% | 0% | 27.6% | 4/5/2024 |
 Frontdoor (FTDR) | 1.12% | 0% | 19.66% | 11/1/2024 |
 Enerplus Corp (ERF) | 1.1% | 0% | 27.6% | 4/5/2024 |
 U.S. Steel (X) | 0.93% | 0% | 18.9% | 1/3/2024 |
 Embecta (EMBC) | 0.88% | 0% | 19.66% | 11/1/2024 |
 NEXTracker (NXT.US) | 0.78% | 0% | 11.25% | 4/4/2025 |
 Sirius XM (SIRI) | 0.71% | 0% | 19.66% | 11/1/2024 |
 ZipRecruiter (ZIP) | 0.7% | 0% | 19.66% | 11/1/2024 |
 United Airlines (UAL) | 0.7% | 0% | 27.79% | 11/1/2024 |
 Huron (HURN) | 0.6% | 0% | 27.79% | 11/1/2024 |
 Ingredion (INGR) | 0.57% | 0% | 27.79% | 11/1/2024 |
 FMC (FMC) | 0.57% | 0% | 27.79% | 11/1/2024 |
 Playtika (PLTK) | 0.43% | 0% | 9.64% | 6/13/2023 |
 Deluxe (DLX) | 0.42% | 0% | 10.49% | 12/3/2025 |
 Interpublic Group (IPG) | 0.41% | 0% | 10.68% | 12/3/2025 |
 Getty Images (GETY) | 0.4% | 2.88% | 10.87% | - |
 Wiley (WLY) | 0.39% | 0% | 10.49% | 12/3/2025 |
 European Wax Center (EWCZ) | 0.36% | 0% | 10.59% | 12/3/2025 |
 FranklinCovey (FC) | 0.36% | 0.1% | 10.87% | - |
 Bath & Body Works (BBWI) | 0.34% | 0% | 10.68% | 12/3/2025 |
 Fox (FOXA) | 0.29% | 4.32% | 7.09% | - |
 TTEC (TTEC) | 0.27% | 0% | 27.79% | 11/1/2024 |
 TEGNA (TGNA) | 0.25% | 3.47% | 7.09% | - |
 Consensus Cloud (CCSI) | 0.25% | 3.06% | 7.09% | - |
 Perdoceo (PRDO) | 0.24% | 0% | 6.71% | 12/3/2025 |
 Garrett Motion (GTX.US) | 0.19% | 0% | 4.73% | 11/7/2025 |
 Abercrombie & Fitch (ANF) | 0.1% | 5.26% | 2.27% | - |
 Lululemon (LULU) | 0.09% | 4.17% | 2.27% | - |
 Allison (ALSN) | 0.09% | 4.16% | 2.27% | - |
 Strategic Education (STRA) | 0.09% | 3.91% | 2.27% | - |
 TriNet (TNET) | 0.08% | 0% | 1.98% | 12/3/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 63.07% | 63.65% |
| Crocs (CROX) | 6.11% | 6.25% |
| NEXTracker (NXT.US) | 5.71% | 5.96% |
| Axcelis (ACLS) | 5.88% | 5.7% |
| Bumble (BMBL) | 5.48% | 5.58% |
| Thryv (THRY) | 5.53% | 5.31% |
| GigaCloud (GCT) | 5.73% | 4.98% |