Loading...
Portfolio Diversification
Range
Most Diversified
12 instruments
September 9, 2025
Least Diversified
0 instruments
April 4, 2026
Average
8.3 instruments
Most Consistent Holdings
Top 5
MSFT99.62%
AMZN99.62%
ADBE99.62%
ULTA99.62%
PEP98.68%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since November 19, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 17.75% | 19.32% | 99.62% | - |
| Ulta (ULTA) | 13.93% | 6.44% | 99.62% | - |
| Microsoft (MSFT) | 13.59% | 4.83% | 99.62% | - |
| PepsiCo (PEP) | 11.06% | 0% | 98.68% | 4/30/2026 |
| Adobe (ADBE) | 9.17% | 2.24% | 99.62% | - |
 NVIDIA (NVDA) | 5.58% | 13.22% | 44.05% | - |
 Fortinet (FTNT) | 5.2% | 0% | 43.86% | 4/30/2026 |
 UnitedHealth (UNH) | 5.1% | 0% | 51.23% | 4/30/2026 |
 ASML (ASML) | 4.59% | 0% | 43.86% | 4/30/2026 |
 Palo Alto Networks (PANW) | 4.34% | 0% | 51.23% | 4/30/2026 |
 ServiceNow (NOW) | 3.3% | 0% | 50.85% | 4/30/2026 |
 Zoetis (ZTS) | 2.57% | 0% | 43.86% | 4/30/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 17.26% | 17.45% |
| NVIDIA (NVDA) | 12.42% | 12.73% |
| Fortinet (FTNT) | 12.42% | 11.47% |
| ASML (ASML) | 7.45% | 9.3% |
| UnitedHealth (UNH) | 7.45% | 9.07% |
| Ulta (ULTA) | 4.72% | 7.51% |
| Palo Alto Networks (PANW) | 7.45% | 7.32% |
| Microsoft (MSFT) | 5.46% | 5.91% |
| Zoetis (ZTS) | 7.45% | 5.76% |
| ServiceNow (NOW) | 7.45% | 5.6% |
| PepsiCo (PEP) | 5.17% | 4.35% |
| Adobe (ADBE) | 4.97% | 3.24% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.