Portfolio Diversification
Range
Most Diversified
16 instruments
January 4, 2024
Least Diversified
0 instruments
March 28, 2023
Average
14.3 instruments
Most Consistent Holdings
Top 5
AMD97.63%
AMZN96.5%
GOOGL96.5%
ADBE95.59%
KO94.58%
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) | 9.2% | 14.45% | 96.5% | - |
 Globant (GLOB) | 8.23% | 4.53% | 92.66% | - |
| Amazon (AMZN) | 7.27% | 5.08% | 96.5% | - |
 Catalyst Pharmaceuticals (CPRX) | 6.96% | 0% | 87.57% | 7/21/2025 |
 Nagarro (NA9.DE) | 6.25% | 9.69% | 62.82% | - |
 Disney (DIS) | 6.25% | 0% | 93.33% | 7/29/2025 |
| Coca-Cola (KO) | 5.87% | 0% | 94.58% | 7/21/2025 |
| AMD (AMD) | 5.56% | 10.66% | 97.63% | - |
 CVS Health (CVS) | 5.52% | 5.59% | 87.23% | - |
 Molina (MOH) | 5.3% | 0% | 81.92% | 4/7/2025 |
| Adobe (ADBE) | 5.25% | 11.41% | 95.59% | - |
 Teleperformance (TEP.PA) | 5.14% | 4.14% | 68.59% | - |
 Tesla (TSLA) | 4.9% | 0% | 81.69% | 4/7/2025 |
 Graphic Packaging (GPK) | 4.68% | 4.43% | 89.38% | - |
 PayPal (PYPL) | 4.17% | 0% | 68.47% | 1/13/2025 |
 AT&T (T) | 2.09% | 0% | 34.46% | 2/23/2024 |
 HP (HPQ) | 1.48% | 0% | 10.4% | 6/29/2023 |
 Novo Nordisk (NOVO-B.CO) | 1.35% | 9.37% | 17.06% | - |
 Shopify (SHOP) | 1.08% | 0% | 7.01% | 5/30/2023 |
 Alkami Tech (ALKT) | 1.02% | 6.78% | 26.44% | - |
 Home Depot (HD) | 0.4% | 0% | 4.63% | 5/18/2023 |
 NVIDIA (NVDA) | 0.39% | 0% | 9.04% | 2/23/2024 |
 Opera (OPRA) | 0.26% | 6.29% | 5.2% | - |
 Semrush (SEMR) | 0.21% | 4.7% | 5.2% | - |
 Progyny (PGNY) | 0.16% | 0% | 16.61% | 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% |