Portfolio Diversification
Range
Most Diversified
19 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
17.4 instruments
Most Consistent Holdings
Top 5
T99.91%
BAYN.DE99.91%
CI99.91%
HIG99.91%
CNC99.91%
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 |
|---|---|---|---|---|
 Unum (UNM) | 13.2% | 15.43% | 99.91% | - |
 PulteGroup (PHM) | 10.05% | 11.14% | 99.91% | - |
| Cigna (CI) | 9.77% | 8.38% | 99.91% | - |
 State Street (STT) | 7.74% | 10.25% | 99.91% | - |
 Arch Capital (ACGL) | 7.74% | 7.47% | 99.91% | - |
 Lennar (LEN) | 7.58% | 6.01% | 99.81% | - |
 Global Payments (GPN) | 6.65% | 5.06% | 99.91% | - |
 Bristol-Myers Squibb (BMY) | 5.65% | 4.91% | 99.91% | - |
| The Hartford (HIG) | 4.99% | 6.16% | 99.91% | - |
 Everest (EG) | 4.86% | 4.81% | 82.43% | - |
| Centene (CNC) | 4.56% | 2.56% | 99.91% | - |
 Genpact (G) | 3.51% | 4.6% | 82.43% | - |
| Bayer (BAYN.DE) | 3.04% | 2.66% | 99.91% | - |
 Lincoln National (LNC) | 1.74% | 2.26% | 99.91% | - |
| AT&T (T) | 1.44% | 1.5% | 99.91% | - |
 Viatris (VTRS) | 1.39% | 1.34% | 99.91% | - |
 McKesson (MCK) | 1.17% | 0% | 11.96% | 5/12/2023 |
 Allstate (ALL) | 0.53% | 0% | 17.48% | 7/10/2023 |
 Millrose Properties Inc (MRP) | 0.22% | 0.8% | 28.79% | - |
 Warner Bros Discovery (WBD) | 0.2% | 0.44% | 99.91% | - |
 Intel (INTC) | 0.17% | 0% | 11.96% | 5/12/2023 |
 Ultra Clean (UCTT) | 0.11% | 0% | 2.06% | 1/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Unum (UNM) | 5.48% | 15.57% |
| PulteGroup (PHM) | 5.48% | 10.26% |
| Cigna (CI) | 10.96% | 8.97% |
| State Street (STT) | 8.22% | 8.31% |
| Arch Capital (ACGL) | 5.48% | 7.71% |
| Global Payments (GPN) | 10.96% | 7.46% |
| Lennar (LEN) | 5.48% | 7.32% |
| Everest (EG) | 7.67% | 5.65% |
| Bristol-Myers Squibb (BMY) | 8.22% | 5.45% |
| The Hartford (HIG) | 2.74% | 5.17% |
| Genpact (G) | 5.48% | 4.45% |
| Centene (CNC) | 5.48% | 4.08% |
| Bayer (BAYN.DE) | 5.48% | 1.81% |
| Lincoln National (LNC) | 2.74% | 1.69% |
| Viatris (VTRS) | 2.74% | 1.53% |
| AT&T (T) | 2.74% | 1.5% |
| Warner Bros Discovery (WBD) | 0.54% | 0.17% |