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
KO99.73%
MOH97.18%
DIS97.18%
AMD97.18%
TSLA96.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 28, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOGL) | 8.72% | 11.71% | 95.84% | - |
 Globant (GLOB) | 8.44% | 8.05% | 91.29% | - |
 Amazon (AMZN) | 7.73% | 4.63% | 95.84% | - |
 Catalyst Pharmaceuticals (CPRX) | 7.5% | 6.91% | 91.42% | - |
| Coca-Cola (KO) | 6.48% | 4.68% | 99.73% | - |
| Disney (DIS) | 6.45% | 6.43% | 97.18% | - |
| Molina (MOH) | 6.28% | 0% | 97.18% | 4/7/2025 |
| Tesla (TSLA) | 5.82% | 0% | 96.92% | 4/7/2025 |
 CVS Health (CVS) | 5.57% | 6.35% | 84.85% | - |
 Nagarro (NA9.DE) | 5.27% | 10.94% | 55.9% | - |
 Teleperformance (TEP.PA) | 5.03% | 7.28% | 62.73% | - |
 PayPal (PYPL) | 4.95% | 0% | 81.23% | 1/13/2025 |
| AMD (AMD) | 4.85% | 7.18% | 97.18% | - |
 Graphic Packaging (GPK) | 4.64% | 5.1% | 87.4% | - |
 Adobe (ADBE) | 4.29% | 9.92% | 94.77% | - |
 AT&T (T) | 2.48% | 0% | 40.88% | 2/23/2024 |
 HP (HPQ) | 1.76% | 0% | 12.33% | 6/29/2023 |
 Shopify (SHOP) | 1.28% | 0% | 8.31% | 5/30/2023 |
 Home Depot (HD) | 0.48% | 0% | 5.5% | 5/18/2023 |
 NVIDIA (NVDA) | 0.46% | 0% | 10.72% | 2/23/2024 |
 Alkami Tech (ALKT) | 0.43% | 3.1% | 12.73% | - |
 Progyny (PGNY) | 0.19% | 0% | 19.71% | 1/7/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.11% | 6.52% | 1.61% | - |
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% |