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Portfolio Diversification
Range
Most Diversified
15 instruments
October 12, 2024
Least Diversified
0 instruments
May 27, 2023
Average
5.2 instruments
Most Consistent Holdings
Top 5
FINV20.88%
SLV18.27%
GLD17.98%
PYPL17.62%
PAYO14.94%
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 |
|---|---|---|---|---|
| FinVolution (FINV) | 3.41% | 0% | 20.88% | 7/16/2025 |
 Royalty Pharma (RPRX) | 2.24% | 0% | 12.55% | 7/16/2025 |
 Berkshire Hathaway (BRK.B) | 1.45% | 0% | 5.95% | 8/31/2023 |
| Payoneer (PAYO) | 1.33% | 0% | 14.94% | 3/7/2025 |
| PayPal (PYPL) | 1.18% | 0% | 17.62% | 2/24/2025 |
 Fresh Del Monte (DMC) | 1.05% | 0% | 13.92% | 2/28/2025 |
 Insulet (PODD) | 1.03% | 0% | 14.65% | 4/4/2025 |
 ICL Group (ICL) | 1.01% | 0% | 9.43% | 5/27/2025 |
 Apple (AAPL) | 0.98% | 0% | 5.66% | 6/12/2026 |
 Kornit (KRNT) | 0.92% | 0% | 12.11% | 2/28/2025 |
 ResMed (RMD) | 0.91% | 0% | 14.36% | 3/17/2025 |
 Suncorp (SUN.ASX) | 0.78% | 0% | 9.14% | 12/19/2023 |
 Omnicell (OMCL) | 0.75% | 0% | 12.11% | 2/24/2025 |
 Petrobras (PBR) | 0.72% | 0% | 3.63% | 3/20/2026 |
 Sunrun (RUN) | 0.67% | 0% | 4.5% | 9/30/2025 |
 Macy's (M.US) | 0.64% | 0% | 5.66% | 1/26/2026 |
 Doximity (DOCS) | 0.64% | 0% | 7.03% | 11/18/2024 |
 Pfizer (PFE) | 0.64% | 0% | 4.28% | 4/10/2026 |
 Microsoft (MSFT) | 0.64% | 17.28% | 4.13% | - |
 Plug Power (PLUG) | 0.6% | 0% | 4.42% | 10/31/2025 |
 Douglas Emmett (DEI) | 0.59% | 0% | 8.56% | 1/10/2025 |
 Amedisys (AMED) | 0.58% | 0% | 7.03% | 11/18/2024 |
 Invesco (IVZ.US) | 0.58% | 0% | 8.77% | 8/29/2025 |
| iShares Silver Trust (SLV) | 0.56% | 0% | 18.27% | 9/2/2026 |
 AMD (AMD) | 0.54% | 0% | 5.15% | 5/15/2026 |
 Williams (WMB) | 0.54% | 0% | 2.83% | 3/6/2026 |
 Kinder Morgan (KMI) | 0.53% | 0% | 2.83% | 3/6/2026 |
 Generac (GNRC) | 0.51% | 0% | 8.48% | 2/5/2025 |
 UiPath (PATH) | 0.51% | 0% | 4.06% | 12/1/2025 |
 Cleveland-Cliffs (CLF.US) | 0.5% | 0% | 4.42% | 10/31/2025 |
 CF Industries (CF) | 0.49% | 0% | 1.96% | 4/2/2026 |
 OneMain (OMF) | 0.49% | 0% | 3.99% | 1/26/2026 |
 GEO (GEO) | 0.46% | 0% | 2.1% | 7/6/2026 |
 Corecivic (CXW) | 0.46% | 0% | 1.96% | 7/6/2026 |
 Lennar (LEN) | 0.44% | 0% | 4.5% | 5/26/2023 |
 Albemarle (ALB) | 0.44% | 0% | 3.41% | 1/26/2026 |
 Block Inc. (XYZ) | 0.42% | 0% | 6.89% | 2/21/2025 |
 Upwork (UPWK) | 0.42% | 0% | 7.4% | 3/14/2025 |
 Yext (YEXT) | 0.42% | 0% | 6.24% | 12/16/2024 |
 Victoria's Secret (VSXY) | 0.41% | 0% | 3.41% | 1/26/2026 |
| SPDR Gold (GLD) | 0.41% | 0% | 17.98% | 8/31/2026 |
 Alibaba (BABA) | 0.4% | 0% | 3.55% | 3/28/2023 |
 DuPont (DD) | 0.39% | 0% | 3.41% | 1/26/2026 |
 Exact Sciences (EXAS) | 0.39% | 0% | 3.41% | 1/26/2026 |
 GBP/USD (GBPUSD) | 0.38% | 0% | 4.79% | 5/26/2023 |
 Lumentum (LITE) | 0.38% | 0% | 3.41% | 1/26/2026 |
 Micron (MU) | 0.37% | 0% | 2.54% | 5/12/2026 |
 Coherent (COHR) | 0.37% | 0% | 3.41% | 1/26/2026 |
 Chart (GTLS) | 0.36% | 0% | 4.79% | 3/3/2025 |
 QuantumScape (QS) | 0.34% | 0% | 3.12% | 11/17/2025 |
 Meta (META) | 0.34% | 0% | 1.96% | 10/16/2026 |
 DocuSign (DOCU) | 0.33% | 0% | 4.79% | 12/16/2024 |
 TPG (TPG) | 0.32% | 0% | 2.03% | 9/4/2026 |
 Amazon (AMZN) | 0.3% | 0% | 2.68% | 5/1/2026 |
 AppLovin (APP) | 0.28% | 0% | 2.32% | 9/30/2025 |
 Virtu Financial (VIRT) | 0.27% | 0% | 1.45% | 4/17/2026 |
 MP Materials (MP) | 0.27% | 0% | 2.18% | 8/29/2025 |
 Elanco (ELAN) | 0.27% | 0% | 2.25% | 10/31/2025 |
 Unity (U) | 0.26% | 0% | 2.18% | 8/29/2025 |
 UWM (UWMC) | 0.26% | 0% | 2.32% | 9/30/2025 |
 SoFi (SOFI) | 0.26% | 0% | 2.18% | 8/29/2025 |
 Iridium (IRDM) | 0.25% | 0% | 1.23% | 4/21/2026 |
 General Mills (GIS) | 0.25% | 0% | 1.52% | 9/4/2026 |
 Kohl's (KSS) | 0.25% | 0% | 2.32% | 9/30/2025 |
 Cytek Biosciences (CTKB) | 0.25% | 0% | 1.45% | 10/9/2026 |
 Newmont (NEM) | 0.25% | 0% | 2.32% | 9/30/2025 |
 Antero (AR.US) | 0.25% | 0% | 4.06% | 3/7/2025 |
 Cboe (CBOE) | 0.24% | 0% | 1.31% | 5/22/2026 |
 Roivant Sciences (ROIV) | 0.24% | 0% | 1.89% | 12/1/2025 |
 Tetra Tech (TTEK) | 0.24% | 0% | 1.52% | 8/28/2026 |
 Supermicro (SMCI) | 0.24% | 0% | 1.38% | 10/9/2026 |
 Weave (WEAV) | 0.24% | 0% | 1.09% | 7/22/2026 |
 Salesforce (CRM) | 0.23% | 0% | 1.23% | 9/8/2026 |
 EQT (EQT) | 0.23% | 0% | 1.45% | 4/2/2026 |
 Western Digital (WDC) | 0.23% | 0% | 1.89% | 12/1/2025 |
 Rivian (RIVN) | 0.23% | 0% | 2.25% | 10/31/2025 |
 Under Armour (UA) | 0.22% | 0% | 1.16% | 2/11/2026 |
 Affirm (AFRM) | 0.22% | 0% | 2.32% | 9/30/2025 |
 Peloton (PTON) | 0.22% | 0% | 2.25% | 10/31/2025 |
 Disney (DIS) | 0.22% | 0% | 2.68% | 2/16/2023 |
 Aveanna Healthcare Holdings Inc (AVAH) | 0.22% | 0% | 1.23% | 7/15/2026 |
 Viasat (VSAT) | 0.22% | 0% | 2.32% | 9/30/2025 |
 Celsius (CELH) | 0.21% | 0% | 2.32% | 9/30/2025 |
 Hertz (HTZ) | 0.21% | 0% | 2.25% | 10/31/2025 |
 AUD/USD (AUDUSD) | 0.2% | 0% | 2.39% | 2/5/2023 |
 HP (HPQ) | 0.2% | 0% | 1.09% | 9/16/2026 |
 VMware (VMW) | 0.2% | 0% | 1.74% | 3/3/2023 |
 Vertiv (VRT) | 0.2% | 0% | 1.81% | 12/1/2025 |
 Rigel (RIGL) | 0.19% | 0% | 1.09% | 7/13/2026 |
 Intel (INTC) | 0.19% | 0% | 1.81% | 12/1/2025 |
 Sirius XM (SIRI) | 0.19% | 0% | 1.02% | 5/29/2026 |
 Saia (SAIA) | 0.19% | 0% | 1.02% | 5/1/2026 |
 eBay (EBAY) | 0.18% | 0% | 0.94% | 5/29/2026 |
 Coca-Cola (KO) | 0.18% | 0% | 2.25% | 2/24/2023 |
 Coca-Cola (KO.RTH) | 0.17% | 0% | 1.02% | 2/13/2026 |
 Casey's (CASY) | 0.17% | 0% | 0.94% | 4/17/2026 |
 Capri (CPRI) | 0.17% | 0% | 2.1% | 2/8/2023 |
 Avepoint (AVPT) | 0.17% | 0% | 0.94% | 7/24/2026 |
 ADT (ADT) | 0.17% | 0% | 1.09% | 8/7/2026 |
 NetApp (NTAP) | 0.17% | 0% | 1.02% | 10/16/2026 |
 Netflix (NFLX) | 0.17% | 0% | 2.76% | 2/17/2023 |
 HF Sinclair (DINO) | 0.17% | 0% | 0.94% | 4/2/2026 |
 Kinetik (KNTK) | 0.16% | 0% | 1.02% | 8/28/2026 |
 PVH (PVH) | 0.16% | 0% | 0.94% | 4/24/2026 |
 Sonos (SONO) | 0.16% | 0% | 1.02% | 10/9/2026 |
 ONEOK (OKE) | 0.16% | 0% | 0.94% | 4/2/2026 |
 APA (APA) | 0.16% | 0% | 0.87% | 4/1/2026 |
 ConAgra (CAG) | 0.16% | 0% | 2.25% | 10/11/2024 |
 Chevron (CVX.US) | 0.16% | 0% | 0.94% | 9/25/2026 |
 Dynatrace (DT) | 0.15% | 0% | 0.94% | 9/11/2026 |
 Visa (V) | 0.15% | 0% | 1.45% | 5/4/2023 |
 Onto Innovation (ONTO) | 0.15% | 0% | 0.8% | 4/28/2026 |
 UBS (UBS) | 0.15% | 0% | 2.76% | 10/11/2023 |
 Zoom (ZM) | 0.15% | 0% | 0.8% | 5/15/2026 |
 DHT Holdings (DHT) | 0.15% | 0% | 0.87% | 9/18/2026 |
 HCA (HCA) | 0.14% | 16.93% | 0.87% | - |
 GoDaddy (GDDY) | 0.14% | 16.89% | 0.87% | - |
 Rapid7 (RPD) | 0.14% | 0% | 0.58% | 7/15/2026 |
 USD/JPY (USDJPY) | 0.13% | 0% | 2.32% | 4/19/2023 |
 Inspire (INSP) | 0.12% | 0% | 0.73% | 9/22/2026 |
 EOG Resources (EOG) | 0.12% | 0% | 0.51% | 3/13/2026 |
 Waste Management (WM) | 0.12% | 0% | 0.51% | 3/13/2026 |
 ServiceNow (NOW) | 0.11% | 0% | 0.8% | 9/9/2026 |
 Par Pacific (PARR) | 0.11% | 0% | 0.51% | 7/24/2026 |
 GameStop (GME) | 0.11% | 0% | 1.52% | 1/17/2025 |
 MetLife (MET.US) | 0.1% | 0% | 0.58% | 6/21/2026 |
 Mid Penn Bancorp (MPB) | 0.1% | 0% | 0.51% | 7/31/2026 |
 CI&T (CINT) | 0.1% | 0% | 0.8% | 8/30/2024 |
 Donaldson (DCI) | 0.1% | 0% | 0.51% | 7/31/2026 |
 DexCom (DXCM) | 0.1% | 0% | 0.51% | 8/7/2026 |
 W. R. Berkley (WRB.US) | 0.1% | 0% | 0.51% | 7/31/2026 |
 MGM (MGM) | 0.1% | 0% | 0.51% | 6/5/2026 |
 Integer (ITGR) | 0.1% | 0% | 0.51% | 6/12/2026 |
 Wabtec (WAB) | 0.1% | 0% | 0.51% | 7/31/2026 |
 Howmet Aerospace (HWM) | 0.1% | 0% | 0.51% | 7/31/2026 |
 RH (RH) | 0.1% | 0% | 0.51% | 7/24/2026 |
 Stride (LRN) | 0.1% | 0% | 0.51% | 6/12/2026 |
 Enphase (ENPH) | 0.1% | 0% | 0.51% | 5/29/2026 |
 F&G Annuities & Life (FG) | 0.1% | 0% | 0.51% | 7/24/2026 |
 Aflac (AFL) | 0.1% | 0% | 1.38% | 1/20/2023 |
 UnitedHealth (UNH) | 0.1% | 0% | 0.51% | 2/24/2023 |
 Penn National (PENN) | 0.09% | 0% | 0.51% | 6/21/2026 |
 FirstEnergy (FE) | 0.09% | 0% | 0.51% | 2/20/2026 |
 ANZ (ANZ.ASX) | 0.09% | 0% | 0.8% | 8/30/2023 |
 Marriott (MAR) | 0.09% | 0% | 0.51% | 4/24/2026 |
 EUR/USD (EURUSD) | 0.09% | 0% | 1.74% | 3/6/2023 |
 Brixmor (BRX) | 0.09% | 0% | 0.51% | 6/21/2026 |
 Allstate (ALL) | 0.09% | 0% | 0.51% | 5/8/2026 |
 Alphabet (GOOGL) | 0.09% | 0% | 1.38% | 2/9/2023 |
 Corteva (CTVA) | 0.09% | 0% | 0.51% | 3/6/2026 |
 Innospec (IOSP) | 0.08% | 0% | 0.51% | 10/2/2026 |
 Assurant (AIZ) | 0.08% | 0% | 0.44% | 5/22/2026 |
 Frank's International (XPRO) | 0.08% | 0% | 0.51% | 8/21/2026 |
 Tradeweb (TW) | 0.08% | 0% | 0.51% | 10/16/2026 |
 Infosys (INFY) | 0.08% | 0% | 1.16% | 1/17/2023 |
 Medtronic (MDT.US) | 0.08% | 0% | 0.51% | 8/21/2026 |
 National Fuel (NFG) | 0.08% | 0% | 0.51% | 3/20/2026 |
 Lincoln Electric (LECO) | 0.08% | 0% | 0.51% | 8/14/2026 |
 United Therapeutics (UTHR) | 0.08% | 0% | 0.51% | 3/20/2026 |
 Parker-Hannifin (PH) | 0.08% | 0% | 0.51% | 8/14/2026 |
 Sherwin-Williams (SHW) | 0.08% | 0% | 0.51% | 8/14/2026 |
 Omega Healthcare (OHI) | 0.08% | 0% | 0.65% | 12/10/2025 |
 ACADIA (ACAD) | 0.08% | 0% | 1.23% | 3/13/2025 |
 NYT (NYT) | 0.08% | 0% | 0.65% | 12/10/2025 |
 Welltower (WELL.US) | 0.07% | 0% | 0.65% | 12/10/2025 |
 Ralph Lauren (RL) | 0.07% | 0% | 0.65% | 12/10/2025 |
 Rocket Companies (RKT) | 0.07% | 0% | 0.65% | 12/10/2025 |
 Oracle (ORCL) | 0.07% | 0% | 0.36% | 6/3/2026 |
 Boston Beer (SAM) | 0.07% | 0% | 0.44% | 4/17/2026 |
 Worthington (WOR) | 0.07% | 0% | 0.44% | 9/11/2026 |
 Pangaea (PANL) | 0.07% | 0% | 0.44% | 9/11/2026 |
 SPS Commerce (SPSC) | 0.07% | 0% | 0.36% | 8/5/2026 |
 Hanover (THG) | 0.07% | 0% | 0.36% | 5/22/2026 |
 Abercrombie & Fitch (ANF) | 0.07% | 0% | 0.44% | 9/3/2026 |
 Schrodinger (SDGR) | 0.07% | 0% | 0.44% | 9/25/2026 |
 Natera (NTRA) | 0.07% | 0% | 0.58% | 12/10/2025 |
 Prog Holdings (PRG) | 0.07% | 0% | 0.36% | 7/2/2026 |
 Old Republic (ORI) | 0.06% | 0% | 0.58% | 12/10/2025 |
 DigitalOcean (DOCN) | 0.06% | 0% | 1.23% | 2/24/2025 |
 Neogen (NEOG) | 0.06% | 0% | 0.29% | 8/4/2026 |
 Lemonade (LMND) | 0.06% | 0% | 0.29% | 7/10/2026 |
 Ryder (R) | 0.05% | 0% | 0.29% | 5/1/2026 |
 Starbucks (SBUX) | 0.05% | 0% | 0.29% | 1/30/2026 |
 CarMax (KMX) | 0.05% | 0% | 0.29% | 6/26/2026 |
 Entegris (ENTG) | 0.05% | 0% | 0.29% | 6/26/2026 |
 Ashland (ASH) | 0.05% | 0% | 0.29% | 6/26/2026 |
 Robinhood Markets Inc. (HOOD) | 0.05% | 0% | 0.29% | 9/9/2026 |
 GeneDx Holdings Corp (WGS) | 0.04% | 0% | 0.29% | 9/23/2026 |
 Carter's (CRI) | 0.04% | 0% | 0.22% | 2/23/2026 |
 Texas Pacific (TPL) | 0.04% | 0% | 0.22% | 2/23/2026 |
 Qorvo (QRVO) | 0.04% | 0% | 0.22% | 9/14/2026 |
 Skyworks (SWKS) | 0.04% | 0% | 0.22% | 9/14/2026 |
 Nemetschek (NEM.DE) | 0.03% | 8.83% | 0.36% | - |
 Siemens Healthineers (SHL.DE) | 0.03% | 8.96% | 0.36% | - |
 Auto Trader (AUTO.L) | 0.03% | 8.86% | 0.36% | - |
 Mastercard (MA) | 0.03% | 8.92% | 0.36% | - |
 Rightmove (RMV.L) | 0.03% | 8.79% | 0.36% | - |
 WillScot Mobile Mini (WSC) | 0.03% | 0% | 0.22% | 5/15/2026 |
 FTA (YMM) | 0.03% | 0% | 0.51% | 10/15/2024 |
 Cardano (ADA) | 0.03% | 0% | 0.44% | 3/13/2023 |
 Rio Tinto (RIO.ASX) | 0.03% | 0% | 0.94% | 9/1/2023 |
 NVIDIA (NVDA) | 0.03% | 0% | 0.58% | 1/9/2023 |
 Tesla (TSLA) | 0.02% | 0% | 0.29% | 3/21/2023 |
 Bank of America (BAC) | 0.02% | 0% | 0.58% | 1/9/2023 |
 Hippo Holdings (HIPO) | 0.02% | 4.53% | 0.36% | - |
 Nike (NKE) | 0.01% | 0% | 0.15% | 2/15/2023 |
 Xero (XRO.ASX) | 0.01% | 0% | 0.22% | 8/22/2023 |
 Crane NXT (CXT) | 0.01% | 0% | 0.07% | 3/15/2023 |
 Bitcoin (BTC) | 0.01% | 0% | 0.29% | 2/24/2023 |
 Citi (C) | 0.01% | 0% | 0.15% | 1/3/2023 |
 GE (GE) | 0.01% | 0% | 0.07% | 3/16/2023 |
 nCino (NCNO) | 0.01% | 0% | 0.51% | 8/21/2026 |
 BlueScope (BSL.ASX) | 0.01% | 0% | 0.15% | 3/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| OneMain (OMF) | 11.89% | 12.52% |
| Albemarle (ALB) | 11.89% | 12.23% |
| Victoria's Secret (VSXY) | 11.89% | 11.8% |
| Lumentum (LITE) | 11.89% | 11.79% |
| Exact Sciences (EXAS) | 11.89% | 11.6% |
| DuPont (DD) | 11.89% | 11.4% |
| Macy's (M.US) | 11.89% | 11.37% |
| Coherent (COHR) | 11.89% | 10.93% |
| iShares Silver Trust (SLV) | 2.29% | 3.57% |
| SPDR Gold (GLD) | 2.29% | 2.5% |
Cash & Instruments Over Time
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