Portfolio Diversification
Range
Most Diversified
7 instruments
December 3, 2024
Least Diversified
0 instruments
November 12, 2024
Average
5.1 instruments
Most Consistent Holdings
Top 5
PETS.US73.49%
VIRP.PA73.49%
SYF73.49%
FRPT73.49%
CENTA73.49%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 12, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Synchrony (SYF) | 24.85% | 0% | 73.49% | 2/1/2025 |
| Freshpet (FRPT) | 11.12% | 0% | 73.49% | 2/1/2025 |
| Central Garden & Pet (CENTA) | 9.65% | 0% | 73.49% | 2/1/2025 |
| Virbac (VIRP.PA) | 4.9% | 0% | 73.49% | 2/1/2025 |
 Trupanion (TRUP) | 3.67% | 0% | 73.49% | 2/1/2025 |
 Petco (WOOF) | 3.04% | 0% | 73.49% | 2/1/2025 |
| PetMed Express (PETS.US) | 0.95% | 0% | 73.49% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Synchrony (SYF) | 33.75% | 33.28% |
| Freshpet (FRPT) | 15.01% | 15.17% |
| Central Garden & Pet (CENTA) | 13.41% | 13.53% |
| Virbac (VIRP.PA) | 6.69% | 6.79% |
| Trupanion (TRUP) | 5.28% | 4.93% |
| Petco (WOOF) | 4.23% | 3.9% |
| PetMed Express (PETS.US) | 1.14% | 1.24% |