Loading...
Portfolio Diversification
Range
Most Diversified
32 instruments
February 9, 2024
Least Diversified
16 instruments
December 12, 2024
Average
23 instruments
Most Consistent Holdings
Top 5
GOOG100%
META100%
MSFT100%
AMZN100%
AMAT86.81%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 15.93% | 16.48% | 100% | - |
| Amazon (AMZN) | 7.91% | 17.45% | 100% | - |
| Microsoft (MSFT) | 7.18% | 4.95% | 100% | - |
| Meta (META) | 6.9% | 16.13% | 100% | - |
| Applied Materials (AMAT) | 6.02% | 0% | 86.81% | 10/7/2025 |
 Alibaba (BABA) | 5.94% | 0% | 63.72% | 2/28/2025 |
 Netflix (NFLX) | 4.38% | 16.16% | 68.06% | - |
 Disney (DIS) | 3.83% | 0% | 60.76% | 12/11/2024 |
 Micron (MU) | 3.18% | 0% | 44.18% | 1/30/2026 |
 Baidu (BIDU) | 2.82% | 0% | 62.41% | 12/30/2024 |
 Interactive Brokers Group (IBKR) | 2.46% | 0% | 41.84% | 9/5/2025 |
 Booking (BKNG) | 2.24% | 0% | 36.63% | 9/22/2025 |
 Intel (INTC) | 2% | 0% | 64.5% | 2/19/2025 |
 Carnival (CCL) | 1.84% | 1.53% | 46.88% | - |
 Salesforce (CRM) | 1.67% | 0% | 30.99% | 12/11/2024 |
 Visa (V) | 1.44% | 0% | 52.26% | 9/22/2025 |
 UnitedHealth (UNH) | 1.42% | 0% | 46.27% | 12/11/2024 |
 Enphase (ENPH) | 1.29% | 0% | 34.2% | 12/11/2024 |
 Darling (DAR) | 1.29% | 0% | 52% | 2/19/2025 |
 Lam Research (LRCX) | 1.21% | 0% | 26.04% | 10/7/2025 |
 Tencent (0700.HK) | 1.05% | 0% | 48.61% | 7/23/2024 |
 Mastercard (MA) | 1% | 0% | 52.26% | 9/22/2025 |
 TSMC (TSM) | 0.98% | 0% | 48.18% | 1/27/2025 |
 Duolingo (DUOL) | 0.97% | 4.19% | 17.53% | - |
 Spotify (SPOT) | 0.95% | 0% | 27% | 11/15/2023 |
 Alibaba (9988.HK) | 0.9% | 0% | 48.61% | 7/23/2024 |
 ON Semiconductor (ON) | 0.76% | 0% | 34.2% | 12/11/2024 |
 Texas Instruments (TXN) | 0.75% | 0% | 29.25% | 7/22/2024 |
 NextEra (NEE) | 0.74% | 0% | 28.56% | 7/22/2024 |
 AppLovin (APP) | 0.73% | 0% | 24.83% | 11/6/2025 |
 Innodata (INOD) | 0.73% | 0% | 29.25% | 1/20/2026 |
 Brinker Intl. (EAT) | 0.66% | 2.87% | 31.77% | - |
 Nu (NU) | 0.59% | 0% | 31.94% | 1/20/2026 |
 Novo-Nordisk (NVO) | 0.56% | 0.79% | 36.02% | - |
 Shift4 (FOUR) | 0.49% | 2.43% | 34.38% | - |
 Adobe (ADBE) | 0.48% | 3.06% | 13.28% | - |
 Sezzle (SEZL) | 0.43% | 1.43% | 24.74% | - |
 FTAI Aviation (FTAI) | 0.43% | 3.16% | 16.32% | - |
 Vital Farms (VITL) | 0.4% | 0% | 18.4% | 9/3/2025 |
 Arista (ANET) | 0.34% | 0% | 16.84% | 9/4/2025 |
 Amprius (AMPX) | 0.25% | 2.31% | 14.5% | - |
 Credo (CRDO) | 0.22% | 0% | 17.01% | 8/19/2025 |
 Butterfly (BFLY) | 0.21% | 2.16% | 13.8% | - |
 Trade Desk (TTD) | 0.2% | 0% | 18.4% | 9/4/2025 |
 Weyerhaeuser (WY) | 0.19% | 0% | 12.07% | 11/10/2023 |
 Ironwood Pharmaceuticals (IRWD) | 0.19% | 0% | 17.19% | 1/8/2024 |
 Celestica Inc (CLS) | 0.16% | 1.03% | 12.41% | - |
 Waystar Holding Corp (WAY) | 0.16% | 0% | 9.2% | 6/10/2025 |
 Agnico Eagle (AEM) | 0.15% | 0% | 16.23% | 1/20/2026 |
 Cloudflare (NET) | 0.14% | 0% | 20.4% | 1/20/2026 |
 Iris Energy (IREN) | 0.14% | 0.66% | 14.41% | - |
 T-Mobile (TMUS) | 0.13% | 0% | 14.5% | 11/30/2023 |
 SoFi (SOFI) | 0.13% | 0.88% | 15.02% | - |
 Microvast (MVST) | 0.12% | 0.9% | 12.76% | - |
 3M (MMM) | 0.12% | 0% | 8.94% | 5/9/2024 |
 Navitas Semiconductor (NVTS) | 0.11% | 0.72% | 13.98% | - |
 Apple (AAPL) | 0.1% | 0% | 27% | 11/15/2023 |
 Alexandria (ARE) | 0.09% | 0% | 9.38% | 1/8/2024 |
 S&P Global (SPGI) | 0.08% | 0% | 8.68% | 1/8/2024 |
 Innoviz (INVZ) | 0.07% | 0.69% | 13.28% | - |
 Ouster (OUST) | 0.07% | 0% | 8.42% | 1/20/2026 |
 Travere (TVTX) | 0.07% | 0% | 9.64% | 6/10/2025 |
 McCormick (MKC) | 0.07% | 0% | 4.69% | 1/8/2024 |
 Applied Digital (APLD) | 0.07% | 0% | 11.37% | 10/6/2025 |
 Tempus AI Inc (TEM.US) | 0.07% | 0% | 9.72% | 1/20/2026 |
 Kinross Gold (KGC) | 0.06% | 0% | 8.59% | 1/20/2026 |
 Supermicro (SMCI) | 0.06% | 0% | 10.42% | 6/10/2025 |
 Humana (HUM) | 0.05% | 0% | 7.9% | 2/29/2024 |
 Robinhood Markets Inc. (HOOD) | 0.04% | 0% | 5.38% | 6/10/2025 |
 Dutch Bros (BROS) | 0.04% | 0% | 3.65% | 2/11/2025 |
 American Battery Technology (ABAT) | 0.04% | 0% | 1.65% | 10/15/2025 |
 Advance Auto Parts (AAP) | 0.04% | 0% | 7.47% | 9/8/2023 |
 Crocs (CROX) | 0.03% | 0% | 2.08% | 8/18/2025 |
 FTA (YMM) | 0.03% | 0% | 2.86% | 2/19/2025 |
 SharkNinja (SN) | 0.02% | 0% | 4.25% | 9/4/2025 |
 BioNTech SE (BNTX) | 0.02% | 0% | 1.74% | 9/12/2023 |
 Meituan (03690.HK) | 0.02% | 0% | 19.7% | 11/16/2023 |
 PPG (PPG) | 0.02% | 0% | 1.91% | 9/7/2023 |
 Merck (MRK) | 0.02% | 0% | 7.38% | 9/6/2023 |
 AMETEK (AME) | 0.02% | 0% | 4.17% | 4/1/2024 |
 Canaan (CAN) | 0.01% | 0% | 1.56% | 10/6/2025 |
 Reddit Inc (RDDT) | 0.01% | 0% | 1.48% | 1/27/2025 |
 Suzano SA-ADR (SUZ) | 0.01% | 0% | 1.48% | 9/7/2023 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.01% | 0% | 3.65% | 3/22/2024 |
 Ionq (IONQ) | 0.01% | 0% | 1.91% | 1/17/2025 |
 AvidXchange (AVDX) | 0.01% | 0% | 1.91% | 3/22/2024 |
 ADM (ADM) | 0.01% | 0% | 4.86% | 3/22/2024 |
 Oscar Health (OSCR) | 0.01% | 0% | 1.22% | 5/23/2024 |
 Rubrik Inc (RBRK) | 0.01% | 0% | 1.3% | 1/10/2025 |
 Ball (BALL) | 0.01% | 0% | 2.34% | 3/14/2024 |
 Global-E (GLBE) | 0.01% | 0% | 0.61% | 2/3/2025 |
 Autozone (AZO) | 0% | 0% | 2.6% | 7/12/2023 |
 Intuitive Machines (LUNR) | 0% | 0% | 1.04% | 1/8/2025 |
 Sangamo (SGMO) | 0% | 0% | 0.87% | 1/8/2025 |
 Casella (CWST) | 0% | 0% | 1.82% | 3/8/2024 |
 Monday.com (MNDY) | 0% | 0% | 0.52% | 2/19/2025 |
 uniQure (QURE) | 0% | 0% | 0.69% | 1/7/2025 |
 Grail Inc (GRAL) | 0% | 0% | 0.43% | 2/18/2025 |
 DraftKings (DKNG) | 0% | 0% | 0.35% | 5/27/2024 |
 PDD Holdings (PDD) | 0% | 0% | 0.35% | 5/27/2024 |
 Airbnb (ABNB) | 0% | 0% | 0.43% | 2/19/2025 |
 Solventum (SOLV) | 0% | 0% | 3.21% | 5/9/2024 |
 Datadog (DDOG) | 0% | 0% | 0.52% | 1/29/2025 |
 Paymentus (PAY.US) | 0% | 0% | 0.26% | 10/13/2025 |
 Futu (FUTU) | 0% | 0% | 0.61% | 10/2/2025 |
 Gilat (GILT) | 0% | 0% | 0.26% | 9/25/2025 |
 Klaviyo (KVYO) | 0% | 0% | 0.35% | 2/3/2025 |
 Devon Energy (DVN) | 0% | 0% | 0.52% | 1/30/2024 |
 SS&C (SSNC) | 0% | 0% | 1.13% | 2/28/2024 |
 Dominion Energy (D) | 0% | 0% | 2.08% | 2/23/2024 |
 Apollo (APO) | 0% | 0% | 0.35% | 3/22/2024 |
 Lucid (LCID) | 0% | 0% | 0.61% | 1/2/2025 |
 Crown Castle (CCI) | 0% | 0% | 1.22% | 2/13/2024 |
 HashiCorp (HCP.US) | 0% | 0% | 0.26% | 3/21/2024 |
 American Water (AWK) | 0% | 0% | 1.22% | 2/13/2024 |
 NVIDIA (NVDA) | 0% | 0% | 0.17% | 1/29/2025 |
 UTI (UTI) | 0% | 0% | 0.17% | 2/21/2025 |
 CAVA (CAVA) | 0% | 0% | 0.09% | 1/31/2025 |
 Applied Optoelectronics (AAOI) | 0% | 0% | 0.61% | 2/13/2024 |
 Newmont (NEM) | 0% | 0% | 0.87% | 2/9/2024 |
 Microchip (MCHP) | 0% | 0% | 0.43% | 2/13/2024 |
 Alliant Energy (LNT) | 0% | 0% | 0.78% | 2/8/2024 |
 WEC Energy (WEC) | 0% | 0% | 0.52% | 2/5/2024 |
 PFG (PFGC) | 0% | 0% | 0.09% | 8/16/2023 |
 Natera (NTRA) | 0% | 0% | 0.09% | 2/21/2025 |
 Fortuna Silver (FSM) | 0% | 0% | 0.09% | 2/21/2025 |
 Enbridge (ENB) | 0% | 0% | 0.09% | 1/16/2025 |
 ExxonMobil (XOM) | 0% | 0% | 0.17% | 1/26/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 16.32% | 24.6% |
| Amazon (AMZN) | 18.68% | 19.05% |
| Meta (META) | 6.49% | 7.29% |
| Micron (MU) | 4.34% | 6.81% |
| Duolingo (DUOL) | 9.95% | 6.14% |
| Microsoft (MSFT) | 5.08% | 5.01% |
| Adobe (ADBE) | 4.47% | 4.02% |
| Nu (NU) | 3.49% | 3.74% |
| Brinker Intl. (EAT) | 3.2% | 3.25% |
| FTAI Aviation (FTAI) | 2.23% | 2.54% |
| Carnival (CCL) | 2.23% | 1.93% |
| Butterfly (BFLY) | 1.33% | 1.76% |
| Sezzle (SEZL) | 2.77% | 1.31% |
| Shift4 (FOUR) | 2.16% | 1.31% |
| Celestica Inc (CLS) | 1.4% | 1.3% |
| Novo-Nordisk (NVO) | 2.04% | 1.11% |
| Amprius (AMPX) | 1.46% | 0.82% |
| Kinross Gold (KGC) | 0.76% | 0.77% |
| Iris Energy (IREN) | 1.27% | 0.73% |
| Ouster (OUST) | 1.4% | 0.71% |
| Agnico Eagle (AEM) | 0.76% | 0.69% |
| Microvast (MVST) | 1.4% | 0.66% |
| Navitas Semiconductor (NVTS) | 1.4% | 0.66% |
| SoFi (SOFI) | 0.76% | 0.66% |
| Cloudflare (NET) | 0.76% | 0.62% |
| Tempus AI Inc (TEM.US) | 0.76% | 0.44% |
| Innodata (INOD) | 0.7% | 0.38% |
| Innoviz (INVZ) | 0.8% | 0.26% |
Cash & Instruments Over Time
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.