Loading...
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
VTI96.57%
HPQ92.56%
MO55.18%
SSTK53.51%
PSKY50.33%
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) | 31.57% | 27.71% | 96.57% | - |
| HP (HPQ) | 4.36% | 2.18% | 92.56% | - |
| Altria (MO) | 2.57% | 0% | 55.18% | 11/1/2024 |
 Atkore (ATKR) | 2.09% | 0% | 30.1% | 1/3/2024 |
 Crocs (CROX) | 2.02% | 0% | 44.48% | 3/19/2025 |
 Nucor (NUE) | 1.97% | 0% | 30.1% | 1/3/2024 |
 CF Industries (CF) | 1.95% | 0% | 50.33% | 11/1/2024 |
 Alpha Metallurgical (AMR) | 1.94% | 0% | 30.1% | 1/3/2024 |
 AMN Healthcare (AMN) | 1.78% | 0% | 50.33% | 11/1/2024 |
 Arch Resources (ARCH) | 1.69% | 0% | 30.1% | 1/3/2024 |
| Shutterstock (SSTK) | 1.65% | 2.81% | 53.51% | - |
 Thryv (THRY) | 1.61% | 0.75% | 41.39% | - |
 Bumble (BMBL) | 1.52% | 1.9% | 41.39% | - |
 Academy Sports (ASO) | 1.5% | 0% | 41.81% | 11/1/2024 |
 Cargurus (CARG) | 1.44% | 0% | 41.72% | 11/1/2024 |
| Paramount (PSKY) | 1.36% | 0% | 50.33% | 11/1/2024 |
 AbCellera (ABCL) | 1.31% | 0% | 50.33% | 11/1/2024 |
 Dell (DELL) | 1.3% | 0% | 24.41% | 4/5/2024 |
 Catalyst Pharmaceuticals (CPRX) | 1.26% | 0% | 35.87% | 11/1/2024 |
 Lantheus (LNTH) | 1.21% | 0% | 17.39% | 11/1/2024 |
 Williams-Sonoma (WSM) | 1.19% | 0% | 24.41% | 4/5/2024 |
 Axcelis (ACLS) | 1.17% | 0% | 20.32% | 8/6/2025 |
 Southwestern Energy (SWN) | 1.1% | 0% | 32.94% | 4/5/2024 |
 GigaCloud (GCT) | 1.1% | 0% | 20.32% | 8/6/2025 |
 Olaplex (OLPX) | 1.08% | 0% | 50.33% | 11/1/2024 |
 Ironwood Pharmaceuticals (IRWD) | 1.03% | 0% | 35.79% | 11/1/2024 |
 PBF Energy (PBF) | 1% | 0% | 24.41% | 4/5/2024 |
 Frontdoor (FTDR) | 0.99% | 0% | 17.39% | 11/1/2024 |
 Enerplus Corp (ERF) | 0.97% | 0% | 24.41% | 4/5/2024 |
 Deluxe (DLX) | 0.97% | 5.97% | 20.57% | - |
 U.S. Steel (X) | 0.83% | 0% | 16.72% | 1/3/2024 |
 European Wax Center (EWCZ) | 0.78% | 4.7% | 20.65% | - |
 Embecta (EMBC) | 0.78% | 0% | 17.39% | 11/1/2024 |
 Fox (FOXA) | 0.73% | 3.93% | 17.64% | - |
 Wiley (WLY) | 0.71% | 3.82% | 20.57% | - |
 FranklinCovey (FC) | 0.69% | 4.2% | 20.99% | - |
 NEXTracker (NXT.US) | 0.69% | 0% | 9.95% | 4/4/2025 |
 Abercrombie & Fitch (ANF) | 0.69% | 4.79% | 13.38% | - |
 Allison (ALSN) | 0.66% | 5.56% | 13.38% | - |
 Sirius XM (SIRI) | 0.63% | 0% | 17.39% | 11/1/2024 |
 ZipRecruiter (ZIP) | 0.62% | 0% | 17.39% | 11/1/2024 |
 United Airlines (UAL) | 0.62% | 0% | 24.58% | 11/1/2024 |
 Perdoceo (PRDO) | 0.6% | 3.65% | 17.22% | - |
 Getty Images (GETY) | 0.6% | 1.73% | 20.99% | - |
 Bath & Body Works (BBWI) | 0.6% | 2.47% | 20.82% | - |
 Consensus Cloud (CCSI) | 0.6% | 3.56% | 17.64% | - |
 Lululemon (LULU) | 0.55% | 3.57% | 13.38% | - |
 TEGNA (TGNA) | 0.54% | 0% | 15.38% | 3/23/2026 |
 Huron (HURN) | 0.53% | 0% | 24.58% | 11/1/2024 |
 Strategic Education (STRA) | 0.53% | 3.81% | 13.38% | - |
 Ingredion (INGR) | 0.51% | 0% | 24.58% | 11/1/2024 |
 FMC (FMC) | 0.51% | 0% | 24.58% | 11/1/2024 |
 TriNet (TNET) | 0.44% | 2.55% | 13.04% | - |
 Playtika (PLTK) | 0.38% | 0% | 8.53% | 6/13/2023 |
 Interpublic Group (IPG) | 0.37% | 0% | 9.45% | 12/3/2025 |
 TTEC (TTEC) | 0.24% | 0% | 24.58% | 11/1/2024 |
 Garrett Motion (GTX.US) | 0.17% | 0% | 4.18% | 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
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.