Portfolio Diversification
Range
Most Diversified
19 instruments
September 9, 2025
Least Diversified
0 instruments
October 20, 2025
Average
13.8 instruments
Most Consistent Holdings
Top 5
SPYG99.5%
VOO99.5%
INTC97.5%
MA97.5%
V97.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 5, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 26.92% | 23.3% | 99.5% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 26.55% | 25.89% | 99.5% | - |
 Nu (NU) | 8.53% | 8.53% | 97.5% | - |
 EHang (EH) | 6.57% | 5.82% | 97.5% | - |
 NextEra (NEE) | 6.27% | 5.85% | 97.5% | - |
 American Water (AWK) | 4.17% | 3.37% | 97.5% | - |
 ASML (ASML) | 3.53% | 5.1% | 83% | - |
| Mastercard (MA) | 3.51% | 2.76% | 97.5% | - |
| Visa (V) | 3.35% | 2.63% | 97.5% | - |
| Intel (INTC) | 2.99% | 3.89% | 97.5% | - |
 Novo-Nordisk (NVO) | 2.91% | 3.25% | 97.5% | - |
 3D Systems (DDD) | 1.02% | 1.53% | 97.5% | - |
 Lululemon (LULU) | 1.01% | 2.36% | 42% | - |
 UHS (UHS) | 0.94% | 2.3% | 42% | - |
 Argan (ARG.PA) | 0.41% | 0.94% | 41.5% | - |
 Adobe (ADBE) | 0.25% | 0.98% | 24% | - |
 Alphabet (GOOGL) | 0.14% | 0.52% | 27% | - |
 UPS (UPS) | 0.13% | 0.63% | 21% | - |
 FTA (YMM) | 0.08% | 0.26% | 27% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.