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Portfolio Diversification
Range
Most Diversified
24 instruments
August 26, 2023
Least Diversified
0 instruments
November 2, 2024
Average
16.5 instruments
Most Consistent Holdings
Top 5
VTI96.48%
HPQ93.03%
SSTK59.45%
BMBL49.03%
THRY49.03%
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 Morningstar Total Stock Market ETF (VTI) | 31.13% | 29.18% | 96.48% | - |
| HP (HPQ) | 4.16% | 3.18% | 93.03% | - |
 Altria (MO) | 2.21% | 0% | 47.45% | 11/1/2024 |
 Atkore (ATKR) | 1.79% | 0% | 25.88% | 1/3/2024 |
 Crocs (CROX) | 1.73% | 0% | 38.25% | 3/19/2025 |
 Nucor (NUE) | 1.69% | 0% | 25.88% | 1/3/2024 |
 CF Industries (CF) | 1.68% | 0% | 43.28% | 11/1/2024 |
 Alpha Metallurgical (AMR) | 1.67% | 0% | 25.88% | 1/3/2024 |
| Shutterstock (SSTK) | 1.61% | 0.66% | 59.45% | - |
 AMN Healthcare (AMN) | 1.53% | 0% | 43.28% | 11/1/2024 |
| Bumble (BMBL) | 1.5% | 2.56% | 49.03% | - |
| Thryv (THRY) | 1.47% | 0.28% | 49.03% | - |
 Deluxe (DLX) | 1.46% | 4.37% | 30.77% | - |
 Arch Resources (ARCH) | 1.45% | 0% | 25.88% | 1/3/2024 |
 Abercrombie & Fitch (ANF) | 1.32% | 8.01% | 24.95% | - |
 Academy Sports (ASO) | 1.29% | 0% | 35.95% | 11/1/2024 |
 Allison (ALSN) | 1.26% | 4.59% | 24.95% | - |
 Cargurus (CARG) | 1.24% | 0% | 35.87% | 11/1/2024 |
 Wiley (WLY) | 1.19% | 4.62% | 30.7% | - |
 Paramount (PSKY) | 1.17% | 0% | 43.28% | 11/1/2024 |
 Fox (FOXA) | 1.14% | 3.82% | 28.61% | - |
 AbCellera (ABCL) | 1.12% | 0% | 43.28% | 11/1/2024 |
 Dell (DELL) | 1.12% | 0% | 20.99% | 4/5/2024 |
 Consensus Cloud (CCSI) | 1.1% | 4.64% | 28.61% | - |
 FranklinCovey (FC) | 1.09% | 3.22% | 31.42% | - |
 Catalyst Pharmaceuticals (CPRX) | 1.08% | 0% | 30.84% | 11/1/2024 |
 Lantheus (LNTH) | 1.04% | 0% | 14.95% | 11/1/2024 |
 Williams-Sonoma (WSM) | 1.02% | 0% | 20.99% | 4/5/2024 |
 Axcelis (ACLS) | 1.01% | 0% | 17.47% | 8/6/2025 |
 Perdoceo (PRDO) | 0.95% | 2.96% | 27.89% | - |
 Strategic Education (STRA) | 0.95% | 3.3% | 24.95% | - |
 Southwestern Energy (SWN) | 0.95% | 0% | 28.32% | 4/5/2024 |
 GigaCloud (GCT) | 0.95% | 0% | 17.47% | 8/6/2025 |
 Olaplex (OLPX) | 0.93% | 0% | 43.28% | 11/1/2024 |
 Ironwood Pharmaceuticals (IRWD) | 0.89% | 0% | 30.77% | 11/1/2024 |
 TriNet (TNET) | 0.87% | 4.01% | 24.3% | - |
 PBF Energy (PBF) | 0.86% | 0% | 20.99% | 4/5/2024 |
 Frontdoor (FTDR) | 0.86% | 0% | 14.95% | 11/1/2024 |
 Enerplus Corp (ERF) | 0.84% | 0% | 20.99% | 4/5/2024 |
 Bath & Body Works (BBWI) | 0.82% | 2.67% | 31.06% | - |
 Lululemon (LULU) | 0.8% | 2.28% | 24.73% | - |
 European Wax Center (EWCZ) | 0.73% | 0% | 18.91% | 5/11/2026 |
 U.S. Steel (X) | 0.71% | 0% | 14.38% | 1/3/2024 |
 Embecta (EMBC) | 0.67% | 0% | 14.95% | 11/1/2024 |
 Getty Images (GETY) | 0.65% | 0.04% | 31.49% | - |
 NEXTracker (NXT.US) | 0.59% | 0% | 8.55% | 4/4/2025 |
 Sirius XM (SIRI) | 0.54% | 0% | 14.95% | 11/1/2024 |
 ZipRecruiter (ZIP) | 0.54% | 0% | 14.95% | 11/1/2024 |
 United Airlines (UAL) | 0.53% | 0% | 21.14% | 11/1/2024 |
 TEGNA (TGNA) | 0.47% | 0% | 13.23% | 3/23/2026 |
 Huron (HURN) | 0.46% | 0% | 21.14% | 11/1/2024 |
 Ingredion (INGR) | 0.44% | 0% | 21.14% | 11/1/2024 |
 FMC (FMC) | 0.44% | 0% | 21.14% | 11/1/2024 |
 Playtika (PLTK) | 0.33% | 0% | 7.33% | 6/13/2023 |
 Interpublic Group (IPG) | 0.31% | 0% | 8.12% | 12/3/2025 |
 TTEC (TTEC) | 0.2% | 0% | 21.14% | 11/1/2024 |
 Garrett Motion (GTX.US) | 0.15% | 0% | 3.59% | 11/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Morningstar 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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