Portfolio Diversification
Range
Most Diversified
16 instruments
January 4, 2024
Least Diversified
0 instruments
March 28, 2023
Average
14.4 instruments
Most Consistent Holdings
Top 5
KO99.75%
DIS97.36%
AMD97.36%
AMZN96.1%
GOOGL96.1%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 28, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOGL) | 8.86% | 11.19% | 96.1% | - |
 Globant (GLOB) | 8.46% | 7.58% | 91.82% | - |
| Amazon (AMZN) | 7.54% | 4.77% | 96.1% | - |
 Catalyst Pharmaceuticals (CPRX) | 7.43% | 6.6% | 91.95% | - |
| Disney (DIS) | 6.47% | 7.19% | 97.36% | - |
| Coca-Cola (KO) | 6.33% | 3.81% | 99.75% | - |
 Molina (MOH) | 5.9% | 0% | 91.19% | 4/7/2025 |
 Nagarro (NA9.DE) | 5.7% | 11.1% | 58.62% | - |
 CVS Health (CVS) | 5.56% | 5% | 85.79% | - |
 Tesla (TSLA) | 5.46% | 0% | 90.94% | 4/7/2025 |
 Teleperformance (TEP.PA) | 5.13% | 6.21% | 65.03% | - |
| AMD (AMD) | 5.02% | 7.94% | 97.36% | - |
 Adobe (ADBE) | 4.67% | 10.64% | 95.09% | - |
 Graphic Packaging (GPK) | 4.66% | 4.89% | 88.18% | - |
 PayPal (PYPL) | 4.65% | 0% | 76.23% | 1/13/2025 |
 AT&T (T) | 2.33% | 0% | 38.36% | 2/23/2024 |
 HP (HPQ) | 1.65% | 0% | 11.57% | 6/29/2023 |
 Shopify (SHOP) | 1.21% | 0% | 7.8% | 5/30/2023 |
 Alkami Tech (ALKT) | 0.59% | 3.18% | 18.11% | - |
 Novo Nordisk (NOVO-B.CO) | 0.54% | 8.62% | 7.67% | - |
 Home Depot (HD) | 0.45% | 0% | 5.16% | 5/18/2023 |
 NVIDIA (NVDA) | 0.44% | 0% | 10.06% | 2/23/2024 |
 Progyny (PGNY) | 0.18% | 0% | 18.49% | 1/7/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOGL) | 8.04% | 10.52% |
| Globant (GLOB) | 9.65% | 10.42% |
| Catalyst Pharmaceuticals (CPRX) | 6.7% | 9.35% |
| Amazon (AMZN) | 6.12% | 8.44% |
| Nagarro (NA9.DE) | 9.3% | 7.81% |
| Teleperformance (TEP.PA) | 11.32% | 6.91% |
| Tesla (TSLA) | 3.53% | 6.88% |
| Disney (DIS) | 5.76% | 6.06% |
| Molina (MOH) | 7.22% | 5.96% |
| Coca-Cola (KO) | 6.27% | 5.83% |
| PayPal (PYPL) | 4.77% | 5.53% |
| CVS Health (CVS) | 8.97% | 5.31% |
| Graphic Packaging (GPK) | 4.83% | 4.74% |
| Adobe (ADBE) | 5.11% | 4.63% |
| AMD (AMD) | 1.05% | 1.02% |
| Progyny (PGNY) | 1.34% | 0.93% |