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Portfolio Diversification
Range
Most Diversified
68 instruments
November 30, 2024
Least Diversified
0 instruments
February 2, 2025
Average
27.5 instruments
Most Consistent Holdings
Top 5
NVDA75.58%
MSFT61.75%
TSLA55.53%
AMD53.23%
PANW47.12%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Microsoft (MSFT) | 11.32% | 0% | 61.75% | 11/3/2025 |
| NVIDIA (NVDA) | 8% | 0% | 75.58% | 7/6/2026 |
 Amazon (AMZN) | 3.76% | 0% | 38.19% | 4/20/2026 |
 Alphabet (GOOG) | 3.4% | 0% | 41.53% | 8/12/2026 |
| Tesla (TSLA) | 3.28% | 0% | 55.53% | 11/3/2025 |
 Apple (AAPL) | 2.97% | 0% | 29.26% | 8/31/2026 |
 Broadcom (AVGO) | 2.82% | 0% | 39.98% | 7/6/2026 |
 TSMC (TSM) | 2.73% | 3.96% | 38.13% | - |
 Meta (META) | 2.25% | 0% | 29.09% | 3/10/2026 |
 Oracle (ORCL) | 2.02% | 0% | 23.73% | 3/30/2026 |
 Eli Lilly (LLY) | 1.82% | 0% | 17.51% | 11/2/2026 |
 ExxonMobil (XOM) | 1.53% | 3.92% | 13.42% | - |
| AMD (AMD) | 1.42% | 4.86% | 53.23% | - |
 Monolithic Power (MPWR) | 1.29% | 0% | 33.12% | 11/27/2024 |
 Asbury (ABG) | 1.1% | 0% | 31.8% | 11/15/2024 |
 ASML (ASML) | 1.05% | 0% | 29.95% | 11/3/2026 |
 MongoDB (MDB) | 1.04% | 0% | 27.42% | 11/27/2024 |
 Micron (MU) | 1.03% | 4.09% | 16.65% | - |
 ConocoPhillips (COP) | 0.99% | 0% | 8.29% | 6/30/2026 |
| Palo Alto Networks (PANW) | 0.99% | 4.58% | 47.12% | - |
 Tenet Healthcare (THC) | 0.96% | 0% | 23.1% | 12/2/2024 |
 Palantir (PLTR) | 0.89% | 0% | 14.4% | 4/6/2026 |
 UnitedHealth (UNH) | 0.86% | 0% | 9.16% | 12/2/2024 |
 AbbVie (ABBV) | 0.85% | 0% | 11.69% | 1/26/2026 |
 Merck (MRK) | 0.83% | 2.36% | 11.23% | - |
 Alphabet (GOOGL) | 0.83% | 0% | 12.9% | 10/16/2026 |
 Lithia Motors (LAD) | 0.77% | 0% | 28.51% | 4/16/2024 |
 Gold Fields (GFI.US) | 0.72% | 0% | 31.22% | 9/16/2024 |
 WESCO (WCC) | 0.65% | 0% | 29.72% | 3/27/2024 |
 Albemarle (ALB) | 0.65% | 0% | 13.31% | 9/18/2023 |
 Ares (ARES) | 0.61% | 0% | 16.42% | 6/15/2023 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.57% | 0% | 7.09% | 8/1/2022 |
 McKesson (MCK) | 0.56% | 0% | 9.68% | 4/20/2026 |
 Applied Materials (AMAT) | 0.54% | 0% | 24.88% | 10/19/2026 |
 Netflix (NFLX) | 0.54% | 0% | 12.62% | 11/3/2025 |
 Teradyne (TER) | 0.53% | 0% | 13.02% | 8/24/2026 |
 Fortinet (FTNT) | 0.51% | 0% | 42.86% | 8/24/2026 |
 KLA (KLAC) | 0.5% | 0% | 42.86% | 10/16/2026 |
 Synopsys (SNPS) | 0.48% | 0% | 38.71% | 11/21/2024 |
 Caterpillar (CAT) | 0.48% | 0% | 8.7% | 10/13/2026 |
 AstraZeneca (AZN) | 0.45% | 0% | 7.83% | 1/26/2026 |
 Costco (COST) | 0.43% | 0% | 10.14% | 9/13/2024 |
 ON Semiconductor (ON) | 0.43% | 0% | 11.29% | 11/26/2024 |
 Adient (ADNT) | 0.39% | 0% | 19.12% | 9/18/2023 |
 Cisco (CSCO) | 0.38% | 4.05% | 11.58% | - |
 Western Digital (WDC) | 0.35% | 0% | 6.22% | 8/24/2026 |
 Seagen Inc (SGEN) | 0.35% | 0% | 7.49% | 12/18/2023 |
 Intel (INTC) | 0.35% | 0% | 11.18% | 11/2/2026 |
 Seagate (STX.US) | 0.35% | 0% | 6.16% | 8/24/2026 |
 Progressive (PGR) | 0.35% | 0% | 7.09% | 1/26/2026 |
 UBS (UBS) | 0.35% | 0% | 18.38% | 1/26/2026 |
 Vertex (VRTX) | 0.34% | 0% | 6.34% | 2/27/2026 |
 Steel Dynamics (STLD) | 0.33% | 0% | 14.11% | 11/7/2024 |
 Chevron (CVX.US) | 0.33% | 0% | 5.88% | 10/21/2026 |
 Thermo Fisher (TMO) | 0.33% | 0% | 14.8% | 11/8/2024 |
 Home Depot (HD) | 0.32% | 0% | 4.67% | 10/29/2025 |
 Dell (DELL) | 0.32% | 4.15% | 6.8% | - |
 Veeva (VEEV) | 0.32% | 0% | 6.62% | 12/20/2022 |
 Deere (DE) | 0.32% | 0% | 4.84% | 4/20/2026 |
 AutoNation (AN) | 0.32% | 0% | 14.11% | 12/2/2024 |
 Lockheed Martin (LMT) | 0.31% | 0% | 4.9% | 8/6/2026 |
 Etsy (ETSY) | 0.3% | 0% | 14% | 5/1/2023 |
 Lam Research (LRCX) | 0.3% | 0% | 22% | 10/19/2026 |
 SAP (SAP) | 0.29% | 0% | 4.61% | 9/17/2025 |
 O'Reilly Auto (ORLY) | 0.29% | 0% | 4.03% | 7/29/2024 |
 Berkshire Hathaway (BRK.B) | 0.28% | 0% | 4.38% | 1/26/2026 |
 Equinor (EQNR) | 0.28% | 0% | 4.38% | 8/6/2026 |
 Plug Power (PLUG) | 0.27% | 0% | 27.88% | 4/4/2024 |
 Lululemon (LULU) | 0.27% | 0% | 5.18% | 7/5/2022 |
 Northrop Grumman (NOC) | 0.27% | 0% | 6.57% | 3/31/2026 |
 Argenx (ARGX) | 0.26% | 0% | 7.78% | 4/8/2024 |
 Johnson & Johnson (JNJ) | 0.26% | 4.25% | 5.36% | - |
 First Solar (FSLR) | 0.25% | 0% | 10.48% | 11/5/2024 |
 ServiceNow (NOW) | 0.24% | 0% | 17.74% | 1/6/2025 |
 Rio Tinto (RIO) | 0.24% | 0% | 4.55% | 1/26/2026 |
 Linde (LIN) | 0.24% | 0% | 4.21% | 9/13/2024 |
 Mitsubishi UFJ (MUFG) | 0.23% | 3.63% | 9.16% | - |
 Moderna (MRNA) | 0.23% | 0% | 8.87% | 10/18/2024 |
 Harmony Gold (HMY) | 0.23% | 0% | 18.61% | 5/30/2024 |
 Marvell (MRVL) | 0.23% | 0% | 6.8% | 11/3/2026 |
 Cintas (CTAS) | 0.23% | 0% | 2.65% | 8/4/2022 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.22% | 0% | 4.67% | 4/5/2022 |
 iShares Semiconductor ETF (SOXX) | 0.22% | 0% | 4.78% | 3/25/2022 |
 Owens & Minor (ACH.US) | 0.21% | 0% | 29.09% | 5/7/2024 |
 T-Mobile (TMUS) | 0.21% | 0% | 9.68% | 9/13/2024 |
 Light & Wonder (LNWO) | 0.21% | 0% | 8.76% | 11/26/2024 |
 Amgen (AMGN) | 0.2% | 4.36% | 11.35% | - |
 Polaris (PII) | 0.2% | 0% | 13.31% | 6/5/2023 |
 Vanguard Information Technology (VGT) | 0.19% | 0% | 4.21% | 3/15/2022 |
 Williams-Sonoma (WSM) | 0.19% | 0% | 13.31% | 10/30/2023 |
 Fidelity MSCI Information Technology Index ETF (FTEC) | 0.19% | 0% | 4.26% | 3/16/2022 |
 Texas Instruments (TXN) | 0.19% | 5.05% | 8.53% | - |
 Sandisk Corp/DE (SNDK) | 0.19% | 0% | 5.18% | 11/2/2026 |
 Bitcoin (BTC) | 0.19% | 0% | 5.93% | 4/14/2022 |
 Walmart (WMT) | 0.18% | 0% | 2.94% | 12/19/2024 |
 Procter & Gamble (PG) | 0.18% | 0% | 1.9% | 9/12/2024 |
 Arista (ANET) | 0.18% | 0% | 3.46% | 6/11/2026 |
 Intuit (INTU) | 0.18% | 0% | 15.84% | 12/2/2024 |
 Cadence (CDNS) | 0.17% | 0% | 3.69% | 12/20/2024 |
 Ethereum (ETH) | 0.17% | 0% | 7.83% | 5/18/2022 |
 Crowdstrike (CRWD) | 0.16% | 2.74% | 4.78% | - |
 GameStop (GME) | 0.16% | 0% | 28.11% | 4/8/2024 |
 ARM (ARM) | 0.15% | 0% | 3.57% | 11/2/2026 |
 HSBC (HSBC) | 0.15% | 0% | 4.21% | 10/28/2026 |
 Mastercard (MA) | 0.15% | 0% | 3.34% | 7/15/2022 |
 Veren (VRN) | 0.15% | 0% | 25.17% | 3/25/2024 |
 Taylor Morrison (TMHC) | 0.15% | 0% | 4.78% | 1/23/2024 |
 BHP (BHP.L) | 0.14% | 3.6% | 3.97% | - |
 Tapestry (TPR) | 0.14% | 0% | 10.2% | 9/19/2023 |
 Adobe (ADBE) | 0.14% | 0% | 6.45% | 12/19/2024 |
 NextEra (NEE) | 0.14% | 0% | 4.15% | 9/13/2024 |
 Visa (V) | 0.14% | 0% | 2.3% | 1/6/2025 |
 Novo-Nordisk (NVO) | 0.14% | 0% | 2.07% | 12/1/2025 |
 Comcast (CMCSA) | 0.13% | 0% | 6.62% | 10/3/2024 |
 HDFC (HDB) | 0.13% | 0% | 2.19% | 1/5/2026 |
 Citi (C) | 0.12% | 0% | 2.25% | 10/14/2026 |
 Group 1 Automotive (GPI) | 0.12% | 0% | 13.88% | 11/5/2024 |
 HubSpot (HUBS) | 0.12% | 0% | 6.8% | 11/25/2024 |
 PulteGroup (PHM) | 0.12% | 0% | 7.89% | 12/2/2024 |
 BlackStone (BX) | 0.12% | 0% | 13.77% | 6/6/2024 |
 Genworth (GNW) | 0.12% | 0% | 10.02% | 1/17/2024 |
 Nucor (NUE) | 0.12% | 0% | 3.51% | 11/12/2024 |
 Alcoa (AA) | 0.12% | 0% | 7.66% | 5/26/2023 |
 Lithium Americas (LAC) | 0.12% | 0% | 16.13% | 9/11/2023 |
 GE Vernova (GEV) | 0.12% | 0% | 3.05% | 10/21/2026 |
 Apollo (APO) | 0.11% | 0% | 17.57% | 10/25/2024 |
 Salesforce (CRM) | 0.1% | 0% | 2.07% | 1/10/2025 |
 KBR (KBR) | 0.1% | 0% | 3.05% | 11/25/2024 |
 UMC (UMC) | 0.1% | 0% | 22% | 11/26/2024 |
 Nabors (NBR) | 0.1% | 0% | 17.11% | 9/29/2023 |
 Accenture (ACN) | 0.1% | 0% | 1.67% | 1/13/2025 |
 Lennar (LEN) | 0.1% | 0% | 4.67% | 11/12/2024 |
 DexCom (DXCM) | 0.1% | 0% | 2.36% | 5/18/2022 |
 JD.com (JD.US) | 0.1% | 0% | 9.91% | 12/20/2024 |
 NetEase (NTES) | 0.1% | 0% | 12.73% | 12/20/2024 |
 Eldorado Gold (EGO) | 0.1% | 0% | 14.86% | 9/19/2024 |
 PepsiCo (PEP) | 0.1% | 0% | 5.59% | 4/8/2022 |
 Transocean (RIG) | 0.1% | 0% | 17.45% | 2/28/2024 |
 SQM (SQM) | 0.09% | 0% | 22% | 10/15/2024 |
 RBC (RY) | 0.09% | 0% | 2.3% | 10/26/2026 |
 Tyler (TYL) | 0.09% | 0% | 3.63% | 12/2/2024 |
 KKR (KKR) | 0.09% | 0% | 2.65% | 11/8/2022 |
 ArcBest (ARCB) | 0.09% | 0% | 7.03% | 11/18/2024 |
 Live Nation (LYV) | 0.09% | 0% | 3.69% | 12/6/2022 |
 Shell (SHEL) | 0.09% | 0% | 1.38% | 4/20/2026 |
 MercadoLibre (MELI) | 0.08% | 0% | 19.64% | 9/13/2024 |
 Qualcomm (QCOM) | 0.08% | 0% | 6.39% | 9/4/2024 |
 LPL Financial (LPLA.US) | 0.08% | 0% | 5.88% | 11/6/2024 |
 Nice (NICE) | 0.08% | 0% | 3.05% | 9/20/2024 |
 Hess (HES) | 0.08% | 0% | 9.91% | 12/2/2024 |
 Gilead Sciences (GILD) | 0.08% | 0% | 4.15% | 12/2/2024 |
 Yum China (YUMC) | 0.08% | 0% | 22.81% | 11/3/2023 |
 Corteva (CTVA) | 0.08% | 0% | 2.82% | 11/8/2024 |
 Imperial Oil (IMO) | 0.08% | 0% | 14.17% | 5/23/2024 |
 Pampa Energia (PAM) | 0.07% | 0% | 2.88% | 11/18/2024 |
 Spotify (SPOT) | 0.07% | 0% | 1.73% | 12/19/2024 |
 CNX Resources (CNX) | 0.07% | 0% | 2.76% | 11/21/2024 |
 Arch Resources (ARCH) | 0.07% | 0% | 2.76% | 11/27/2024 |
 APA (APA) | 0.07% | 0% | 3.4% | 7/24/2023 |
 NXP (NXPI) | 0.07% | 0% | 14.8% | 9/23/2024 |
 Copart (CPRT) | 0.07% | 0% | 0.75% | 8/8/2022 |
 Wheaton Precious Metals (WPM) | 0.07% | 0% | 7.6% | 6/28/2024 |
 Aflac (AFL) | 0.07% | 0% | 10.48% | 5/29/2024 |
 Mattel (MAT) | 0.07% | 0% | 6.74% | 12/22/2022 |
 Verisk (VRSK) | 0.07% | 0% | 0.81% | 8/8/2022 |
 Cigna (CI) | 0.07% | 0% | 5.07% | 12/2/2024 |
 Posco (PKX) | 0.07% | 0% | 14.92% | 4/5/2024 |
 PayPal (PYPL) | 0.06% | 0% | 5.59% | 4/8/2022 |
 PDD Holdings (PDD) | 0.06% | 0% | 2.19% | 11/29/2024 |
 Sonic Automotive (SAH) | 0.06% | 0% | 11.75% | 1/22/2024 |
 BP (BP.L) | 0.06% | 0% | 1.04% | 4/20/2026 |
 AngloGold Ashanti (AU) | 0.06% | 0% | 5.93% | 9/14/2023 |
 Jabil (JBL) | 0.06% | 0% | 2.59% | 12/2/2024 |
 Trip.com (TCOM.CH) | 0.06% | 0% | 21.83% | 12/2/2024 |
 BorgWarner (BWA) | 0.06% | 0% | 4.95% | 9/20/2023 |
 Philip Morris (PM) | 0.06% | 0% | 2.36% | 11/1/2024 |
 Boston Beer (SAM) | 0.06% | 0% | 1.84% | 10/6/2022 |
 TripAdvisor (TRIP) | 0.06% | 0% | 4.15% | 11/9/2022 |
 Interactive Brokers Group (IBKR) | 0.06% | 0% | 3.63% | 5/29/2024 |
 TotalEnergies (TTE) | 0.06% | 0% | 0.92% | 4/20/2026 |
 Cenovus (CVE) | 0.06% | 0% | 19.07% | 5/29/2024 |
 Teekay Tankers (TNK) | 0.06% | 0% | 2.42% | 12/2/2024 |
 Veeco (VECO) | 0.06% | 0% | 6.05% | 10/16/2024 |
 Regeneron (REGN) | 0.06% | 0% | 1.96% | 12/2/2024 |
 Dillard's (DDS) | 0.06% | 0% | 2.19% | 11/26/2024 |
 Honeywell (HON) | 0.06% | 0% | 5.59% | 4/8/2022 |
 Mizuho Financial Group (MFG) | 0.06% | 0% | 4.32% | 11/20/2024 |
 Crane NXT (CXT) | 0.05% | 0% | 1.67% | 9/12/2022 |
 NYCB (FLG) | 0.05% | 0% | 2.42% | 9/21/2023 |
 STMicroelectronics (STM.US) | 0.05% | 0% | 10.6% | 8/20/2026 |
 Zscaler (ZS) | 0.05% | 0% | 2.76% | 12/2/2024 |
 Valero (VLO) | 0.05% | 0% | 0.63% | 8/24/2026 |
 Danaher (DHR) | 0.05% | 0% | 3.63% | 12/2/2024 |
 BBVA (BBVA.US) | 0.05% | 0% | 12.38% | 2/15/2024 |
 CONSOL Energy (CNR) | 0.05% | 0% | 2.02% | 10/23/2024 |
 U.S. Steel (X) | 0.05% | 0% | 8.58% | 3/20/2024 |
 Warrior Met Coal (HCC) | 0.05% | 0% | 2.07% | 11/7/2024 |
 Wynn Resorts (WYNN) | 0.05% | 0% | 3.23% | 11/3/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.05% | 0% | 1.56% | 3/28/2022 |
 Signet (SIG) | 0.05% | 0% | 3.17% | 12/2/2024 |
 Alkermes (ALKS) | 0.05% | 0% | 1.96% | 11/25/2024 |
 FedEx (FDX) | 0.05% | 0% | 0.69% | 8/24/2026 |
 Sony (SONY) | 0.05% | 0% | 1.38% | 1/6/2025 |
 Coca-Cola (KO) | 0.05% | 0% | 0.86% | 12/19/2024 |
 CNRL (CNQ) | 0.05% | 0% | 0.69% | 8/6/2026 |
 Targa Resources (TRGP) | 0.05% | 0% | 0.63% | 8/24/2026 |
 Ovintiv (OVV) | 0.05% | 0% | 5.01% | 7/7/2023 |
 Teekay (TK) | 0.05% | 0% | 1.84% | 11/27/2024 |
 Stellantis (STLA.US) | 0.05% | 0% | 1.79% | 1/22/2024 |
 Global Partners (GLP) | 0.05% | 0% | 1.84% | 11/7/2024 |
 Ocular Therapeutix (OCUL) | 0.05% | 0% | 1.61% | 10/31/2024 |
 Star Bulk (SBLK) | 0.04% | 0% | 1.73% | 11/27/2024 |
 TJX (TJX) | 0.04% | 0% | 1.27% | 1/6/2025 |
 Amphastar (AMPH) | 0.04% | 0% | 1.61% | 11/6/2024 |
 Molina (MOH) | 0.04% | 0% | 1.9% | 12/2/2024 |
 Jazz Pharmaceuticals (JAZZ) | 0.04% | 0% | 1.44% | 7/10/2023 |
 Bunge (BG) | 0.04% | 0% | 4.26% | 12/2/2024 |
 Commercial Metals (CMC) | 0.04% | 0% | 7.43% | 5/29/2024 |
 Freeport-McMoRan (FCX) | 0.04% | 0% | 1.44% | 10/9/2024 |
 TGS (TGS.US) | 0.04% | 0% | 1.79% | 11/18/2024 |
 International Seaways (INSW) | 0.04% | 0% | 1.73% | 11/21/2024 |
 NOV (NOV) | 0.04% | 0% | 2.65% | 6/30/2023 |
 Tenaris (TS) | 0.04% | 0% | 14.4% | 5/27/2024 |
 Flex (FLEX) | 0.04% | 0% | 22.47% | 12/2/2024 |
 Host Hotels (HST) | 0.04% | 0% | 1.44% | 8/7/2023 |
 Unum (UNM) | 0.04% | 0% | 1.61% | 10/25/2024 |
 Southwestern Energy (SWN) | 0.04% | 0% | 1.44% | 10/2/2024 |
 Keysight Technologies (KEYS) | 0.04% | 0% | 1.09% | 8/24/2026 |
 Golden Ocean (GOGL.US) | 0.04% | 0% | 1.5% | 11/27/2024 |
 Booking (BKNG) | 0.04% | 0% | 2.59% | 1/3/2025 |
 Peabody Energy (BTU) | 0.04% | 0% | 1.67% | 12/2/2024 |
 Scorpio Tankers (STNG) | 0.04% | 0% | 1.5% | 11/27/2024 |
 Starbucks (SBUX) | 0.04% | 0% | 5.01% | 4/7/2022 |
 Corning (GLW) | 0.04% | 0% | 1.38% | 8/24/2026 |
 Kinsale (KNSL) | 0.04% | 0% | 1.5% | 11/18/2024 |
 Shopify (SHOP) | 0.04% | 0% | 0.81% | 1/6/2025 |
 Newmont (NEM) | 0.04% | 0% | 1.44% | 4/20/2026 |
 DoorDash (DASH.US) | 0.03% | 0% | 0.35% | 1/16/2025 |
 Kinross Gold (KGC) | 0.03% | 0% | 2.65% | 4/14/2023 |
 Chubb (CB) | 0.03% | 0% | 1.21% | 8/5/2026 |
 RELX (RELX) | 0.03% | 0% | 5.88% | 12/2/2024 |
 AppLovin (APP) | 0.03% | 0% | 0.75% | 6/10/2026 |
 Winnebago (WGO) | 0.03% | 0% | 4.09% | 11/23/2022 |
 Civitas (CIVI) | 0.03% | 0% | 1.44% | 12/2/2024 |
 Cameco (CCJ) | 0.03% | 0% | 1.32% | 12/2/2024 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.03% | 0% | 3.86% | 3/9/2022 |
 ResMed (RMD) | 0.03% | 0% | 2.19% | 12/2/2024 |
 Disney (DIS) | 0.03% | 0% | 0.75% | 1/6/2025 |
 AT&T (T.US) | 0.03% | 0% | 0.75% | 1/6/2025 |
 Builders FirstSource (BLDR) | 0.03% | 0% | 1.32% | 11/15/2024 |
 General Dynamics (GD) | 0.03% | 0% | 3.4% | 10/24/2024 |
 PFG (PFGC) | 0.03% | 0% | 2.02% | 1/18/2024 |
 Olin (OLN) | 0.03% | 0% | 1.38% | 12/2/2024 |
 Gen Digital (GEN) | 0.03% | 0% | 1.44% | 5/15/2023 |
 Boise Cascade (BCC) | 0.03% | 0% | 1.21% | 11/5/2024 |
 Morgan Stanley (MS) | 0.03% | 0% | 1.09% | 9/8/2026 |
 Nokia (NOK) | 0.03% | 0% | 0.75% | 8/24/2026 |
 Datadog (DDOG) | 0.03% | 0% | 1.15% | 11/26/2024 |
 Synaptics (SYNA) | 0.03% | 0% | 1.09% | 12/15/2022 |
 e.l.f. (ELF) | 0.03% | 0% | 1.21% | 12/2/2024 |
 MannKind (MNKD) | 0.03% | 0% | 8.06% | 5/30/2024 |
 CRISPR Therapeutics (CRSP) | 0.03% | 0% | 2.3% | 6/20/2023 |
 Fortive (FTV) | 0.03% | 0% | 0.75% | 11/21/2022 |
 Nordstrom (JWN) | 0.03% | 0% | 5.76% | 9/11/2023 |
 Embraer (EMBJ) | 0.03% | 0% | 8.12% | 12/27/2023 |
 Bath & Body Works (BBWI) | 0.03% | 0% | 2.71% | 2/24/2023 |
 Kraft Heinz (KHC) | 0.03% | 0% | 1.04% | 10/23/2024 |
 West Pharma (WST) | 0.03% | 0% | 1.15% | 12/2/2024 |
 ADP (ADP) | 0.03% | 0% | 2.25% | 12/2/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.03% | 0% | 0.58% | 3/21/2022 |
 Intuitive Surgical (ISRG) | 0.03% | 0% | 3.86% | 9/13/2024 |
 Itau Unibanco (ITUB) | 0.03% | 0% | 0.46% | 8/5/2026 |
 MGP Ingredients (MGPI) | 0.03% | 0% | 1.09% | 10/21/2024 |
 BlackRock (BLK) | 0.02% | 0% | 0.46% | 12/19/2024 |
 Vertiv (VRT) | 0.02% | 0% | 1.04% | 8/24/2026 |
 Ciena (CIEN) | 0.02% | 0% | 1.61% | 8/24/2026 |
 Pan American Silver (PAAS) | 0.02% | 0% | 2.71% | 2/7/2023 |
 Goldman Sachs (GS) | 0.02% | 0% | 0.92% | 9/8/2026 |
 Kimco (KIM) | 0.02% | 0% | 0.98% | 5/12/2023 |
 Opera (OPRA) | 0.02% | 0% | 1.04% | 12/2/2024 |
 Graphic Packaging (GPK) | 0.02% | 0% | 1.09% | 12/2/2024 |
 CVS Health (CVS) | 0.02% | 0% | 0.35% | 8/10/2026 |
 Clearway Energy (CWEN) | 0.02% | 0% | 0.98% | 11/7/2024 |
 Nike (NKE) | 0.02% | 0% | 0.92% | 10/3/2024 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.02% | 0% | 0.46% | 4/1/2022 |
 ICICI Bank (IBN) | 0.02% | 0% | 1.5% | 11/4/2024 |
 Advance Auto Parts (AAP) | 0.02% | 0% | 1.5% | 10/27/2022 |
 Selective Insurance (SIGI) | 0.02% | 0% | 0.98% | 12/2/2024 |
 FinVolution (FINV) | 0.02% | 0% | 0.98% | 12/2/2024 |
 BeiGene (ONC) | 0.02% | 0% | 0.86% | 10/24/2024 |
 Coherent (COHR) | 0.02% | 0% | 1.04% | 8/24/2026 |
 Regal Rexnord (RRX) | 0.02% | 0% | 0.81% | 11/7/2024 |
 Bloom Energy (BE) | 0.02% | 0% | 1.04% | 8/24/2026 |
 CSN (SID) | 0.02% | 0% | 2.59% | 6/1/2023 |
 Atlassian (TEAM) | 0.02% | 0% | 4.84% | 11/18/2024 |
 Boston Scientific (BSX.US) | 0.02% | 0% | 0.92% | 12/2/2024 |
 SunPower (SPWRQ) | 0.02% | 0% | 2.65% | 3/28/2023 |
 Cloudflare (NET) | 0.02% | 0% | 0.81% | 11/27/2024 |
 Centene (CNC) | 0.02% | 0% | 2.53% | 10/17/2024 |
 Analog Devices (ADI.US) | 0.02% | 0% | 1.96% | 10/31/2024 |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.02% | 0% | 0.4% | 4/8/2022 |
 Central Puerto (CEPU) | 0.02% | 0% | 0.75% | 11/19/2024 |
 Cummins (CMI) | 0.02% | 0% | 0.58% | 8/14/2026 |
 Ionis (IONS) | 0.02% | 0% | 2.3% | 11/21/2022 |
 Owens Corning (OC) | 0.02% | 0% | 3.46% | 10/24/2024 |
 BioNTech SE (BNTX) | 0.02% | 0% | 0.86% | 12/2/2024 |
 Lifeway Foods (LWAY) | 0.02% | 0% | 0.75% | 10/21/2024 |
 Dorian LPG (LPG) | 0.02% | 0% | 0.81% | 11/27/2024 |
 TD (TD) | 0.02% | 0% | 0.23% | 8/10/2026 |
 CarMax (KMX) | 0.02% | 0% | 0.75% | 8/22/2022 |
 Astera Labs Inc (ALAB) | 0.02% | 0% | 0.92% | 8/24/2026 |
 US Foods (USFD) | 0.02% | 0% | 1.27% | 1/2/2024 |
 Campbell Soup (CPB) | 0.02% | 0% | 1.38% | 10/22/2024 |
 IBM (IBM) | 0.02% | 0% | 0.86% | 9/13/2024 |
 Littelfuse (LFUS) | 0.02% | 0% | 2.19% | 9/22/2022 |
 Ferroglobe (GSM) | 0.02% | 0% | 0.81% | 12/2/2024 |
 Ryder (R) | 0.02% | 0% | 0.86% | 12/2/2024 |
 Charter (CHTR) | 0.02% | 0% | 3% | 4/7/2022 |
 First Trust NASDAQ Cybersecurity ETF (CIBR) | 0.02% | 0% | 0.58% | 4/4/2022 |
 Phillips Edison (PECO) | 0.02% | 0% | 0.69% | 11/22/2024 |
 ODP (ODP) | 0.02% | 0% | 1.5% | 1/22/2024 |
 Nisource (NI) | 0.02% | 0% | 0.69% | 11/27/2024 |
 Vital Energy (VTLE) | 0.02% | 0% | 4.55% | 6/13/2023 |
 Nordic American Tankers (NAT) | 0.02% | 0% | 0.63% | 9/27/2024 |
 Lowe's (LOW) | 0.02% | 0% | 1.67% | 9/13/2024 |
 CRITEO (CRTO) | 0.02% | 0% | 0.75% | 12/2/2024 |
 Sensata (ST) | 0.02% | 0% | 0.69% | 10/2/2024 |
 SLM (SLM) | 0.02% | 0% | 0.63% | 11/26/2024 |
 AFG (AFG) | 0.02% | 0% | 0.63% | 11/26/2024 |
 Pearson (PSO) | 0.02% | 0% | 0.69% | 11/5/2024 |
 Reliance Steel (RS) | 0.02% | 0% | 0.4% | 10/28/2024 |
 Hershey (HSY) | 0.02% | 0% | 0.63% | 11/15/2024 |
 SunCoke (SXC) | 0.02% | 0% | 0.58% | 11/21/2024 |
 Toyota (TM) | 0.02% | 0% | 0.35% | 1/6/2025 |
 Mr Cooper (COOP) | 0.01% | 0% | 0.69% | 12/2/2024 |
 Andersons (ANDE) | 0.01% | 0% | 0.58% | 11/26/2024 |
 Manhattan Associates (MANH) | 0.01% | 0% | 1.44% | 11/21/2022 |
 FMC (FMC) | 0.01% | 0% | 0.58% | 9/23/2024 |
 Impinj (PI) | 0.01% | 0% | 2.53% | 10/5/2022 |
 Arrow Electronics (ARW) | 0.01% | 0% | 1.15% | 10/14/2022 |
 Frontline (FRO) | 0.01% | 0% | 0.58% | 11/25/2024 |
 Olympic Steel (ZEUS) | 0.01% | 0% | 5.53% | 5/7/2024 |
 Magnite (MGNI) | 0.01% | 0% | 1.9% | 2/9/2023 |
 Formfactor (FORM) | 0.01% | 0% | 0.58% | 10/3/2024 |
 Eagle Materials (EXP) | 0.01% | 0% | 0.4% | 12/2/2024 |
 Cheniere (LNG) | 0.01% | 0% | 0.58% | 11/5/2024 |
 US Bancorp (USB) | 0.01% | 0% | 0.52% | 9/26/2024 |
 Amphenol (APH) | 0.01% | 0% | 1.32% | 12/20/2024 |
 Ingersoll Rand (IR) | 0.01% | 0% | 0.52% | 8/18/2022 |
 Arch Capital (ACGL) | 0.01% | 0% | 0.46% | 11/18/2024 |
 SpartanNash (SPTN) | 0.01% | 0% | 0.52% | 11/8/2024 |
 Genco (GNK.US) | 0.01% | 0% | 0.46% | 11/13/2024 |
 Paycom (PAYC) | 0.01% | 0% | 0.75% | 11/21/2022 |
 Novartis (NVS) | 0.01% | 0% | 0.4% | 9/6/2024 |
 Canon (CAJPY) | 0.01% | 0% | 2.94% | 9/18/2023 |
 Old Republic (ORI) | 0.01% | 0% | 0.46% | 11/21/2024 |
 Ingredion (INGR) | 0.01% | 0% | 0.58% | 12/2/2024 |
 Cytokinetics (CYTK) | 0.01% | 0% | 0.46% | 11/15/2024 |
 Chipotle (CMG) | 0.01% | 0% | 1.15% | 12/20/2024 |
 Mondelez (MDLZ) | 0.01% | 0% | 1.61% | 4/7/2022 |
 HealthEquity (HQY) | 0.01% | 0% | 0.52% | 12/2/2024 |
 AptarGroup (ATR) | 0.01% | 0% | 0.69% | 11/11/2022 |
 EQT (EQT) | 0.01% | 0% | 0.4% | 11/1/2024 |
 Churchill Downs (CHDN) | 0.01% | 0% | 0.4% | 11/1/2024 |
 UiPath (PATH) | 0.01% | 0% | 0.4% | 9/26/2024 |
 iShares U.S. Medical Devices ETF (IHI) | 0.01% | 0% | 0.23% | 3/25/2022 |
 HF Sinclair (DINO) | 0.01% | 0% | 0.4% | 6/6/2023 |
 Supermicro (SMCI) | 0.01% | 0% | 0.4% | 10/30/2024 |
 Alamos Gold (AGI) | 0.01% | 0% | 0.17% | 9/16/2024 |
 American Express (AXP) | 0.01% | 0% | 0.12% | 12/4/2024 |
 Tidewater (TDW) | 0.01% | 0% | 0.4% | 11/21/2024 |
 GE (GE) | 0.01% | 0% | 0.58% | 11/15/2024 |
 Equifax (EFX) | 0.01% | 0% | 0.23% | 8/12/2022 |
 CACI (CACI) | 0.01% | 0% | 0.46% | 12/2/2024 |
 Howmet Aerospace (HWM) | 0.01% | 0% | 0.23% | 4/20/2026 |
 Banco Santander Brasil (BSBR) | 0.01% | 0% | 4.84% | 9/18/2023 |
 Jacobs (J) | 0.01% | 0% | 2.94% | 5/30/2024 |
 Activision Blizzard, Inc. (ATVI) | 0.01% | 0% | 1.79% | 8/18/2022 |
 Nutanix (NTNX) | 0.01% | 0% | 0.35% | 11/27/2024 |
 Melco Resorts (MLCO) | 0.01% | 0% | 11.75% | 4/5/2024 |
 Altria (MO) | 0.01% | 0% | 0.4% | 10/3/2024 |
 Credo (CRDO) | 0.01% | 0% | 0.4% | 8/20/2026 |
 CBRE (CBRE) | 0.01% | 0% | 0.4% | 11/2/2022 |
 Establishment Labs (ESTA) | 0.01% | 0% | 0.35% | 10/21/2024 |
 Primerica (PRI) | 0.01% | 0% | 0.4% | 12/2/2024 |
 Nomura (NMR.US) | 0.01% | 0% | 5.88% | 7/24/2024 |
 Pearson (PSON.L) | 0.01% | 0% | 0.81% | 9/1/2022 |
 Chart (GTLS) | 0.01% | 0% | 1.15% | 12/16/2022 |
 Check Point (CHKP) | 0.01% | 0% | 2.13% | 12/20/2024 |
 Coinbase (COIN) | 0.01% | 0% | 0.52% | 5/18/2026 |
 VMware (VMW) | 0.01% | 0% | 1.5% | 9/18/2022 |
 Public Storage (PSA) | 0.01% | 0% | 0.4% | 12/2/2024 |
 CSX (CSX) | 0.01% | 0% | 1.27% | 4/7/2022 |
 Gerdau (GGB) | 0.01% | 0% | 8.29% | 9/12/2023 |
 CubeSmart (CUBE) | 0.01% | 0% | 0.4% | 12/2/2024 |
 Splunk Inc (SPLK) | 0.01% | 0% | 0.35% | 8/17/2022 |
 Cross Country Healthcare (CCRN) | 0.01% | 0% | 2.25% | 4/8/2024 |
 Assurant (AIZ) | 0.01% | 0% | 0.29% | 11/18/2024 |
 Penske (PAG) | 0.01% | 0% | 0.29% | 11/19/2024 |
 Monster Beverage (MNST) | 0.01% | 0% | 0.29% | 11/15/2024 |
 Discover (DFS) | 0.01% | 0% | 0.23% | 8/12/2022 |
 Buenaventura (BVN) | 0.01% | 0% | 1.15% | 1/22/2024 |
 Chunghwa Telecom (CHT) | 0.01% | 0% | 0.29% | 11/5/2024 |
 National Fuel (NFG) | 0.01% | 0% | 0.29% | 11/29/2024 |
 ATI (ATI) | 0.01% | 0% | 0.29% | 1/22/2024 |
 Fiserv (FISV) | 0.01% | 0% | 1.27% | 4/7/2022 |
 Marriott (MAR) | 0.01% | 0% | 1.5% | 8/22/2022 |
 Calumet Specialty Products (CLMT) | 0.01% | 0% | 0.35% | 12/2/2024 |
 Fabrinet (FN) | 0.01% | 0% | 0.35% | 12/2/2024 |
 Waste Management (WM) | 0.01% | 0% | 0.35% | 8/13/2024 |
 DaVita (DVA) | 0.01% | 0% | 0.23% | 11/18/2024 |
 Medtronic (MDT.US) | 0.01% | 0% | 0.23% | 9/23/2024 |
 Airbnb (ABNB) | 0.01% | 0% | 1.27% | 4/7/2022 |
 MSCI (MSCI) | 0.01% | 0% | 0.23% | 11/15/2024 |
 Rocket Lab (RKLB) | 0.01% | 0% | 0.29% | 8/17/2026 |
 Lincoln Electric (LECO) | 0.01% | 0% | 0.23% | 11/5/2024 |
 Dynatrace (DT) | 0.01% | 0% | 0.23% | 11/4/2024 |
 Onto Innovation (ONTO) | 0.01% | 0% | 0.23% | 10/31/2024 |
 Comerica (CMA) | 0.01% | 0% | 0.4% | 11/9/2022 |
 Rli (RLI) | 0.01% | 0% | 0.23% | 11/18/2024 |
 iShares Core S&P 500 ETF (IVV) | 0.01% | 0% | 0.23% | 3/21/2022 |
 Illumina (ILMN) | 0.01% | 0% | 1.27% | 4/7/2022 |
 Humana (HUM) | 0.01% | 0% | 3.05% | 9/11/2023 |
 Equinix (EQIX) | 0.01% | 0% | 0.35% | 11/4/2024 |
 DRDGOLD (DRD) | 0% | 0% | 3% | 4/8/2024 |
 Booz Allen (BAH) | 0% | 0% | 0.29% | 12/2/2024 |
 Sabre (SABR) | 0% | 0% | 0.4% | 8/16/2022 |
 GDS (GDS) | 0% | 0% | 0.86% | 1/5/2023 |
 APi Group (APG) | 0% | 0% | 0.29% | 12/2/2024 |
 Sasol (SSL) | 0% | 0% | 0.46% | 5/10/2023 |
 Cencora (COR) | 0% | 0% | 0.29% | 12/2/2024 |
 Sea (SE) | 0% | 0% | 0.29% | 12/2/2024 |
 Iron Mountain (IRM) | 0% | 0% | 0.29% | 12/2/2024 |
 IMAX (IMAX) | 0% | 0% | 1.15% | 11/21/2022 |
 Rigel (RIGL) | 0% | 0% | 2.76% | 6/20/2023 |
 Summit Therapeutics (SMMT) | 0% | 0% | 0.29% | 12/2/2024 |
 Kellanova (K) | 0% | 0% | 0.17% | 10/25/2024 |
 IQVIA (IQV) | 0% | 0% | 1.61% | 9/21/2022 |
 Ambev (ABEV) | 0% | 0% | 1.04% | 8/7/2023 |
 Otter Tail (OTTR) | 0% | 0% | 0.17% | 11/25/2024 |
 JLL (JLL) | 0% | 0% | 0.35% | 11/8/2022 |
 Uber (UBER) | 0% | 0% | 0.17% | 11/18/2024 |
 Abrdn Palladium ETF Trust (PALL) | 0% | 0% | 0.81% | 4/4/2022 |
 Genie Energy (GNE) | 0% | 0% | 0.17% | 9/26/2024 |
 UFP Industries (UFPI) | 0% | 0% | 0.17% | 11/18/2024 |
 Richardson Electronics (RELL) | 0% | 0% | 0.17% | 9/23/2024 |
 US Silica (SLCA) | 0% | 0% | 0.81% | 4/11/2023 |
 Silicon Motion (SIMO) | 0% | 0% | 0.17% | 10/7/2024 |
 MarketAxess (MKTX) | 0% | 0% | 0.23% | 9/20/2022 |
 Anheuser-Busch (BUD) | 0% | 0% | 0.17% | 8/8/2022 |
 Transdigm (TDG) | 0% | 0% | 0.35% | 8/5/2024 |
 Alibaba (BABA) | 0% | 0% | 0.17% | 8/8/2022 |
 S&P Global (SPGI) | 0% | 0% | 0.23% | 8/6/2024 |
 BHP (BHP) | 0% | 0.08% | 3.92% | - |
 Garmin (GRMN) | 0% | 0% | 0.06% | 12/20/2024 |
 Infosys (INFY) | 0% | 0% | 0.06% | 12/20/2024 |
 Baidu (BIDU) | 0% | 0% | 0.06% | 12/20/2024 |
 Marathon Petroleum (MPC) | 0% | 0% | 0.4% | 8/2/2024 |
 TransMedics (TMDX) | 0% | 0% | 0.12% | 11/20/2024 |
 IDEAYA (IDYA) | 0% | 0% | 0.12% | 11/14/2024 |
 Sanmina (SANM) | 0% | 0% | 0.46% | 9/20/2023 |
 Western Union (WU) | 0% | 0% | 0.12% | 11/21/2024 |
 Telefônica Brasil (VIV.US) | 0% | 0% | 1.79% | 7/17/2023 |
 Lattice (LSCC) | 0% | 0% | 0.17% | 12/2/2024 |
 Las Vegas Sands (LVS) | 0% | 0% | 0.12% | 8/10/2022 |
 White Mountains (WTM) | 0% | 0% | 0.75% | 5/30/2024 |
 Autoliv (ALV) | 0% | 0% | 0.23% | 9/28/2022 |
 Keurig Dr Pepper (KDP) | 0% | 0% | 0.52% | 3/25/2022 |
 Build and Build (BNB) | 0% | 0% | 0.46% | 4/13/2022 |
 Ferrari (RACE) | 0% | 0% | 0.29% | 9/13/2024 |
 Old Dominion (ODFL) | 0% | 0% | 0.06% | 8/3/2022 |
 Realty Income (O) | 0% | 0% | 0.06% | 9/18/2024 |
 Healthpeak (DOC) | 0% | 0% | 0.06% | 9/18/2024 |
 St. Joe (JOE) | 0% | 0% | 0.58% | 2/1/2024 |
 Inspire (INSP) | 0% | 0% | 0.06% | 11/26/2024 |
 Cardinal Health (CAH) | 0% | 0% | 0.06% | 10/25/2024 |
 Levi's (LEVI) | 0% | 0% | 0.06% | 11/20/2024 |
 Duke Energy (DUK) | 0% | 0% | 0.06% | 10/25/2024 |
 Camtek (CAMT) | 0% | 0% | 0.06% | 10/31/2024 |
 Pinnacle Financial (PNFP) | 0% | 0% | 0.06% | 11/15/2024 |
 Bank of America (BAC) | 0% | 0% | 0.06% | 8/7/2024 |
 General Mills (GIS) | 0% | 0% | 0.06% | 11/13/2024 |
 Abercrombie & Fitch (ANF) | 0% | 0% | 0.06% | 10/23/2024 |
 Crocs (CROX) | 0% | 0% | 0.06% | 10/22/2024 |
 Bancolombia (CIB) | 0% | 0% | 1.21% | 6/20/2023 |
 Solana (SOL) | 0% | 0% | 0.46% | 4/13/2022 |
 XRP (XRP) | 0% | 0% | 0.46% | 4/13/2022 |
 BP (BP.US) | 0% | 0% | 0.06% | 8/7/2024 |
 Wells Fargo (WFC) | 0% | 0% | 0.06% | 8/7/2024 |
 Cardano (ADA) | 0% | 0% | 0.46% | 4/13/2022 |
 Interpublic Group (IPG) | 0% | 0% | 0.06% | 9/21/2022 |
 Trane (TT) | 0% | 0% | 0.06% | 7/25/2024 |
 AEP (AEP) | 0% | 0% | 0.12% | 3/18/2022 |
 Petrobras (PBR) | 0% | 0% | 0.06% | 8/7/2024 |
 Cleanspark (CLSK) | 0% | 0% | 0.06% | 9/15/2023 |
 United States Oil Fund (USO) | 0% | 0% | 0.06% | 2/25/2022 |
 US Natural Gas (UNG) | 0% | 0% | 0.06% | 2/25/2022 |
 Lexicon Pharmaceuticals (LXRX) | 0% | 0% | 0.17% | 5/18/2023 |
 SPDR Gold (GLD) | 0% | 0% | 0.06% | 2/25/2022 |
 Teucrium Corn Fund (CORN.US) | 0% | 0% | 0.06% | 2/25/2022 |
 Teucrium Wheat Fund (WEAT) | 0% | 0% | 0.06% | 2/25/2022 |
 O-I Glass (OI) | 0% | 0% | 0.17% | 6/23/2023 |
 United States Gasoline Fund (UGA) | 0% | 0% | 0.06% | 2/25/2022 |
 NEXTracker (NXT.US) | 0% | 0% | 0.23% | 1/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| UBS (UBS) | 6.35% | 7.34% |
| Rio Tinto (RIO) | 6.36% | 6.7% |
| Vertex (VRTX) | 6.16% | 6.46% |
| Berkshire Hathaway (BRK.B) | 6.56% | 6.35% |
| NVIDIA (NVDA) | 6.3% | 6.31% |
| HDFC (HDB) | 6.46% | 6.29% |
| AbbVie (ABBV) | 6.11% | 6.18% |
| Eli Lilly (LLY) | 6.4% | 6.15% |
| Johnson & Johnson (JNJ) | 6.35% | 6.13% |
| Caterpillar (CAT) | 6.36% | 6.13% |
| AstraZeneca (AZN) | 5.63% | 6.1% |
| Deere (DE) | 6.29% | 6.1% |
| Progressive (PGR) | 5.64% | 6.05% |
| McKesson (MCK) | 6.28% | 5.98% |
| Broadcom (AVGO) | 6.18% | 5.91% |
| Palantir (PLTR) | 6.56% | 5.8% |
Cash & Instruments Over Time
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