tomchapman1979 avatar

tomchapman1979
🇬🇧 Value Investor.
128 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
June 2, 2025
Lowest Cash
April 17, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
45 instruments
January 25, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.9 instruments

Most Consistent Holdings

Top 5

avatarQQQ
99.92%
avatarVEU
98.36%
avatarVEA
79.28%
avatarVOO
78.62%
avatarVGK
72.97%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
April 17, 2024
Lowest Exposure
June 2, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
34.22%
Energy Minerals
3.14%
Health Technology
2.84%
Technology Services
2.75%
Retail Trade
2.66%

Top Countries

Top 5

🇺🇸United States
21.72%
🇨🇦Canada
0.86%
🇮🇪Ireland
0.34%
🇳🇱Netherlands
0.22%
🇨🇳China
0.14%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.77%0%78.62%9/18/2024
Invesco QQQInvesco QQQ (QQQ)
5.96%5.29%99.92%-
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
5.54%0%72.65%7/25/2024
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
2.17%0%52.83%9/30/2024
iShares ESG Aware MSCI USA ETFiShares ESG Aware MSCI USA ETF (ESGU)
1.86%5.25%28.17%-
Vanguard ESG U.S. Stock ETFVanguard ESG U.S. Stock ETF (ESGV)
1.78%5.23%25.8%-
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
1.63%0%98.36%5/19/2025
iShares MSCI USA ESG Screened UCITS ETFiShares MSCI USA ESG Screened UCITS ETF (SGAS.DE)
1.63%5.1%24.82%-
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USDiShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE)
1.26%4.65%20.07%-
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
1.24%0%72.97%5/5/2025
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
1.18%0%32.19%8/27/2024
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
1.11%0%79.28%9/26/2024
AmazonAmazon (AMZN)
1.04%0%60.52%6/6/2025
Vanguard ESG International Stock ETFVanguard ESG International Stock ETF (VSGX)
0.95%5.31%20.07%-
AlphabetAlphabet (GOOGL)
0.88%0%53.48%3/18/2025
EOG ResourcesEOG Resources (EOG)
0.69%0%43%2/19/2025
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
0.68%0%68.39%5/15/2024
ConocoPhillipsConocoPhillips (COP)
0.67%0%39.07%3/12/2025
QualcommQualcomm (QCOM)
0.62%0%30.38%5/12/2025
ComcastComcast (CMCSA)
0.6%1.06%28.09%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.59%0%30.71%11/25/2024
CVS HealthCVS Health (CVS)
0.56%0%24.82%5/16/2025
MicrosoftMicrosoft (MSFT)
0.54%0%37.76%5/19/2025
CrocsCrocs (CROX)
0.52%0%26.95%2/10/2025
CheniereCheniere (LNG)
0.51%0%24.41%10/4/2024
Home DepotHome Depot (HD)
0.47%1.04%53.48%-
Energy TransferEnergy Transfer (ET)
0.47%0%30.3%2/20/2024
CignaCigna (CI)
0.45%1.06%21.79%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.41%0%23.83%5/15/2024
Enerplus CorpEnerplus Corp (ERF)
0.39%0%30.63%2/5/2024
OmnicomOmnicom (OMC)
0.36%0%13.92%4/4/2025
AbbVieAbbVie (ABBV)
0.36%0%20.64%4/25/2025
VisaVisa (V)
0.36%0%35.14%11/17/2023
HoneywellHoneywell (HON)
0.34%0%16.54%8/15/2024
MedtronicMedtronic (MDT.US)
0.34%0%13.19%8/22/2024
MastercardMastercard (MA)
0.33%0%26.86%12/12/2023
ExxonMobilExxonMobil (XOM)
0.33%0%18.02%10/1/2024
AppleApple (AAPL)
0.3%1.03%26.95%-
MetaMeta (META)
0.29%0%16.71%5/28/2025
SyscoSysco (SYY)
0.27%0%12.69%12/3/2024
AmdocsAmdocs (DOX)
0.25%0%10.48%2/18/2025
Applied MaterialsApplied Materials (AMAT)
0.25%1.01%18.67%-
Academy SportsAcademy Sports (ASO)
0.24%0%15.32%7/8/2024
LululemonLululemon (LULU)
0.24%0%9.99%10/21/2024
MerckMerck (MRK)
0.24%0%12.94%4/9/2025
Devon EnergyDevon Energy (DVN)
0.24%0%19.08%9/5/2023
VerizonVerizon (VZ)
0.23%0%10.89%11/21/2024
Gilead SciencesGilead Sciences (GILD)
0.23%0%14.17%8/22/2024
LeidosLeidos (LDOS)
0.21%0%8.35%3/12/2025
ASMLASML (ASML)
0.21%0%11.47%12/12/2023
Best BuyBest Buy (BBY)
0.21%0%7.7%3/4/2025
Arbor RealtyArbor Realty (ABR)
0.21%0%26.95%12/15/2022
SchlumbergerSchlumberger (SLB)
0.2%0%8.6%1/17/2025
PrologisPrologis (PLD)
0.19%0%22.69%5/26/2023
CNRLCNRL (CNQ)
0.18%0%15.48%7/24/2023
PBF EnergyPBF Energy (PBF)
0.17%0%12.86%1/26/2024
Marathon PetroleumMarathon Petroleum (MPC)
0.17%0%10.57%8/8/2024
AGCOAGCO (AGCO)
0.16%0%9.17%9/26/2024
Starwood Property TrustStarwood Property Trust (STWD)
0.16%0%19.82%9/29/2022
Abercrombie & FitchAbercrombie & Fitch (ANF)
0.15%0%6.14%2/11/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.14%0%6.47%5/19/2025
PfizerPfizer (PFE)
0.14%0%9.83%11/18/2024
Eli LillyEli Lilly (LLY)
0.14%0%6.63%4/17/2025
AdobeAdobe (ADBE)
0.13%0%5.24%12/6/2024
DanaherDanaher (DHR)
0.13%0%10.57%8/10/2023
ValeroValero (VLO)
0.13%0%14.99%5/17/2024
Baker HughesBaker Hughes (BKR)
0.13%0%5.73%11/5/2024
DellDell (DELL)
0.13%0%6.14%11/4/2024
ExpediaExpedia (EXPE)
0.13%0%6.39%5/21/2024
TuSimpleTuSimple (TSPH)
0.12%0%56.76%12/29/2023
NVIDIANVIDIA (NVDA)
0.12%0%6.47%4/14/2025
GMGM (GM)
0.12%0%14.82%9/12/2022
UBSUBS (UBS)
0.11%0%14.25%12/13/2022
EmersonEmerson (EMR)
0.11%0%8.11%2/7/2024
Arcturus TherapeuticsArcturus Therapeutics (ARCT)
0.11%0%5.32%4/18/2024
Tenet HealthcareTenet Healthcare (THC)
0.11%0%3.93%1/28/2025
VontierVontier (VNT)
0.11%0%4.5%3/13/2025
HF SinclairHF Sinclair (DINO)
0.11%0%8.52%7/26/2023
Coca-ColaCoca-Cola (KO)
0.1%0%5.98%5/13/2024
LantheusLantheus (LNTH)
0.1%0%4.59%2/11/2025
McKessonMcKesson (MCK)
0.1%0%10.4%4/22/2024
MagnoliaMagnolia (MGY)
0.1%0%8.76%8/2/2023
CencoraCencora (COR)
0.1%2.09%7.53%-
QuidelQuidel (QDEL)
0.1%0%13.02%10/12/2023
DuPontDuPont (DD)
0.1%0%13.02%6/13/2022
AT&TAT&T (T)
0.1%0%3.93%3/27/2024
NikeNike (NKE)
0.09%0%8.11%9/23/2024
Match GroupMatch Group (MTCH)
0.09%0%4.1%5/21/2024
WyndhamWyndham (WH)
0.09%0%3.85%8/26/2024
ChesapeakeChesapeake (EXE)
0.08%0%5.73%8/4/2023
MotorolaMotorola (MSI)
0.08%0%3.6%5/7/2024
United TherapeuticsUnited Therapeutics (UTHR)
0.08%0%3.69%5/15/2024
Lowe'sLowe's (LOW)
0.08%0%10.4%5/18/2022
PerficientPerficient (PRFT)
0.08%0%10.24%8/9/2022
CiscoCisco (CSCO)
0.08%0%4.75%6/3/2025
DigitalBridgeDigitalBridge (DBRG)
0.08%0%10.48%5/9/2022
FedExFedEx (FDX)
0.08%0%9.91%5/2/2022
Fidelity National FinancialFidelity National Financial (FNF)
0.08%0%10.24%5/10/2022
ZoomInfoZoomInfo (GTM)
0.08%0%5.57%7/17/2023
PayPalPayPal (PYPL)
0.08%0%9.75%1/3/2023
ITTITT (ITT)
0.07%0%9.58%5/20/2022
EmcorEmcor (EME)
0.07%0%2.78%1/14/2025
Regal RexnordRegal Rexnord (RRX)
0.07%0%9.17%5/6/2022
BlackRockBlackRock (BLK)
0.07%0%8.6%8/3/2022
MondelezMondelez (MDLZ)
0.07%0%4.26%4/10/2025
Ross StoresRoss Stores (ROST)
0.07%0%2.95%11/22/2024
MP MaterialsMP Materials (MP)
0.07%0%9.01%12/15/2022
Pioneer Natural Resources CompanyPioneer Natural Resources Company (PXD)
0.07%0%8.19%3/15/2023
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.07%0%7.86%4/7/2022
WalmartWalmart (WMT)
0.07%0%3.52%3/12/2025
AlibabaAlibaba (BABA)
0.07%0%8.68%8/10/2023
XPO LogisticsXPO Logistics (XPO)
0.07%0%8.44%4/14/2022
HuntsmanHuntsman (HUN)
0.06%0%7.94%6/16/2022
SemtechSemtech (SMTC)
0.06%0%8.11%7/1/2022
OvintivOvintiv (OVV)
0.06%0%7.94%7/24/2023
TotalEnergiesTotalEnergies (TTE)
0.06%0%8.03%5/26/2022
ScottsScotts (SMG)
0.06%0%8.03%5/10/2022
TJXTJX (TJX)
0.06%0%3.36%2/26/2025
Outfront MediaOutfront Media (OUT)
0.06%0%7.04%7/19/2023
Chefs' WarehouseChefs' Warehouse (CHEF)
0.06%0%6.47%12/1/2022
TargetTarget (TGT)
0.05%0%9.01%4/21/2022
BungeBunge (BG)
0.05%0%6.06%11/18/2022
Louisiana-PacificLouisiana-Pacific (LPX)
0.05%0%4.18%6/14/2023
MKSMKS (MKSI)
0.05%0%7.21%11/23/2022
3M3M (MMM)
0.05%0%1.8%12/3/2024
AbbottAbbott (ABT)
0.05%0%2.78%2/21/2024
BroadcomBroadcom (AVGO)
0.05%0%5%8/29/2022
Pilbara MineralsPilbara Minerals (PLS.ASX)
0.04%0%5.9%2/27/2024
WorkdayWorkday (WDAY)
0.04%0%5.16%5/11/2022
BaiduBaidu (BIDU)
0.04%0%5.65%3/11/2022
CostcoCostco (COST)
0.04%0%4.26%7/7/2022
SS&CSS&C (SSNC)
0.04%0%4.18%3/17/2022
Southwestern EnergySouthwestern Energy (SWN)
0.04%0%2.29%8/17/2023
NextEraNextEra (NEE)
0.03%0%3.93%11/10/2022
NetEaseNetEase (NTES)
0.03%0%5.32%3/7/2022
APAAPA (APA)
0.03%0%2.21%3/6/2024
SalesforceSalesforce (CRM)
0.03%0%4.01%2/18/2022
AbCelleraAbCellera (ABCL)
0.03%0%3.36%3/9/2023
Parker-HannifinParker-Hannifin (PH)
0.03%0%1.31%7/10/2024
US FoodsUS Foods (USFD)
0.03%0%3.11%4/25/2022
ADPADP (ADP)
0.03%0%2.95%11/7/2023
eBayeBay (EBAY)
0.03%0%2.95%6/9/2023
Vista OutdoorVista Outdoor (VSTO)
0.02%0%3.36%2/24/2022
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.02%0%2.87%3/1/2023
PepsiCoPepsiCo (PEP)
0.02%0%2.13%2/13/2025
DarlingDarling (DAR)
0.02%0%2.62%2/25/2022
Plains All AmericanPlains All American (PAA)
0.02%0%2.46%12/28/2022
SonosSonos (SONO)
0.02%0%2.87%5/9/2022
PDC Energy IncPDC Energy Inc (PDCE)
0.02%0%2.46%5/23/2022
Dick'sDick's (DKS)
0.02%0%2.46%1/23/2023
CF IndustriesCF Industries (CF)
0.02%0%2.05%8/25/2023
NRZNRZ (RITM)
0.02%0%2.38%5/3/2022
Monolithic PowerMonolithic Power (MPWR)
0.02%0%2.54%3/16/2022
EAEA (EA)
0.02%0%2.13%4/6/2022
CienaCiena (CIEN)
0.02%0%2.29%2/16/2022
BookingBooking (BKNG)
0.02%0%1.97%3/31/2023
ColgateColgate (CL)
0.02%0%1.39%5/19/2025
B2GoldB2Gold (BTG.US)
0.02%0%2.05%4/4/2022
Signature BankSignature Bank (SBNY)
0.02%0%1.88%2/16/2022
IQVIAIQVIA (IQV)
0.02%0%1.31%6/5/2025
STMicroelectronicsSTMicroelectronics (STM.US)
0.02%0%2.13%3/8/2022
DiamondbackDiamondback (FANG)
0.02%0%1.97%8/9/2022
AmgenAmgen (AMGN)
0.02%0%1.56%3/25/2024
Hess MidstreamHess Midstream (HESM)
0.02%0%1.72%5/15/2023
JabilJabil (JBL)
0.01%0%1.64%9/23/2024
Garrett MotionGarrett Motion (GTX.US)
0.01%0.9%1.56%-
TapestryTapestry (TPR)
0.01%0%1.56%8/23/2024
ModernaModerna (MRNA)
0.01%0%1.15%8/3/2023
Builders FirstSourceBuilders FirstSource (BLDR)
0.01%0%1.47%12/12/2023
BlackStoneBlackStone (BX)
0.01%0%1.56%10/25/2022
DynavaxDynavax (DVAX)
0.01%0%1.47%2/7/2023
Under ArmourUnder Armour (UAA)
0.01%0%2.29%1/28/2022
UltaUlta (ULTA)
0.01%0%0.66%8/30/2024
Charles SchwabCharles Schwab (SCHW)
0.01%0%1.31%2/9/2022
AlexandriaAlexandria (ARE)
0.01%0%1.31%2/25/2022
TwilioTwilio (TWLO)
0.01%0%1.47%1/18/2022
MercadoLibreMercadoLibre (MELI)
0.01%0%1.97%1/24/2022
CorsairCorsair (CRSR)
0.01%0%1.97%1/24/2022
OracleOracle (ORCL)
0.01%0%1.06%1/3/2023
Procter & GambleProcter & Gamble (PG)
0.01%0%0.82%12/29/2023
SuncorSuncor (SU)
0.01%0%1.15%1/27/2022
ZyngaZynga (ZNGA)
0.01%0%0.82%1/10/2022
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.01%0%1.47%1/18/2022
SLMSLM (SLM)
0.01%0%0.98%8/16/2022
Targa ResourcesTarga Resources (TRGP)
0.01%0%0.98%1/12/2022
Ares CapitalAres Capital (ARCC)
0.01%0%0.9%4/18/2023
MiddlebyMiddleby (MIDD.US)
0.01%0%0.9%2/4/2022
Dutch BrosDutch Bros (BROS)
0.01%0%0.9%1/25/2022
EntegrisEntegris (ENTG)
0.01%0%0.82%2/4/2022
American Homes 4 RentAmerican Homes 4 Rent (AMH)
0.01%0%0.74%3/11/2022
AtkoreAtkore (ATKR)
0.01%0%0.74%2/15/2023
IBMIBM (IBM)
0.01%0%0.33%5/20/2024
DisneyDisney (DIS)
0.01%0%0.57%5/30/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
0.01%0%0.66%5/17/2023
Enterprise ProductsEnterprise Products (EPD)
0.01%0%0.66%1/11/2022
EQTEQT (EQT)
0.01%0%0.66%1/11/2022
RoperRoper (ROP)
0.01%0%0.57%5/8/2024
Phillips 66Phillips 66 (PSX)
0.01%0%0.57%11/15/2023
AutozoneAutozone (AZO)
0.01%0%0.25%2/4/2025
Crown CastleCrown Castle (CCI)
0%0%0.57%2/25/2022
VertexVertex (VRTX)
0%0%0.49%4/22/2024
Interpublic GroupInterpublic Group (IPG)
0%0%0.49%3/6/2023
Service Corp IntlService Corp Intl (SCI)
0%0%0.49%2/2/2022
KLAKLA (KLAC)
0%0%0.41%5/6/2024
AEPAEP (AEP)
0%0%0.41%1/5/2022
MicrochipMicrochip (MCHP)
0%0%0.33%5/20/2024
Equitable HoldingsEquitable Holdings (EQH)
0%0%0.33%8/15/2022
Realty IncomeRealty Income (O)
0%0%0.33%5/17/2022
Western DigitalWestern Digital (WDC)
0%0%0.25%5/19/2025
AgilentAgilent (A)
0%0%0.25%3/17/2022
OutbrainOutbrain (OB)
0%0%0.25%3/10/2022
EnbridgeEnbridge (ENB)
0%0%0.25%1/3/2022
H&R BlockH&R Block (HRB)
0%0%0.16%5/21/2025
Gen DigitalGen Digital (GEN)
0%0%0.16%2/29/2024
CaterpillarCaterpillar (CAT)
0%0%0.08%6/12/2024
HalliburtonHalliburton (HAL)
0%0%0.08%8/23/2024
Trip.comTrip.com (TCOM.CH)
0%0%0.16%3/9/2022
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
0%0%0.08%1/30/2024
CargurusCargurus (CARG)
0%0%0.08%3/16/2022
Steel DynamicsSteel Dynamics (STLD)
0%0%0.08%5/25/2023
IHS Markit LtdIHS Markit Ltd (INFO)
0%0%0.08%2/25/2022
McDonald'sMcDonald's (MCD)
0%0%0.08%2/25/2022
SweetgreenSweetgreen (SG)
0%0%0.08%1/19/2022
NexstarNexstar (NXST)
0%0%0.08%1/12/2022
AltriaAltria (MO)
0%0%0.08%11/15/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares MSCI USA ESG Screened UCITS ETFiShares MSCI USA ESG Screened UCITS ETF (SGAS.DE)
6.58%7.18%
Vanguard ESG U.S. Stock ETFVanguard ESG U.S. Stock ETF (ESGV)
6.58%6.93%
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USDiShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (SXRG.DE)
6.58%6.81%
Invesco QQQInvesco QQQ (QQQ)
6.28%6.68%
iShares ESG Aware MSCI USA ETFiShares ESG Aware MSCI USA ETF (ESGU)
6.24%6.57%
Vanguard ESG International Stock ETFVanguard ESG International Stock ETF (VSGX)
4.51%4.32%
CrocsCrocs (CROX)
3.12%3.07%
AmdocsAmdocs (DOX)
3.12%3.06%
EmcorEmcor (EME)
3.12%3%
Abercrombie & FitchAbercrombie & Fitch (ANF)
3.12%3%
Best BuyBest Buy (BBY)
3.12%2.99%
OmnicomOmnicom (OMC)
3.12%2.97%
Tenet HealthcareTenet Healthcare (THC)
3.12%2.86%
QualcommQualcomm (QCOM)
3.12%2.84%
LeidosLeidos (LDOS)
3.12%2.78%
EOG ResourcesEOG Resources (EOG)
2.08%2.13%
ConocoPhillipsConocoPhillips (COP)
2.08%2.12%
Applied MaterialsApplied Materials (AMAT)
2.08%2.1%
AbbVieAbbVie (ABBV)
2.08%2.05%
SchlumbergerSchlumberger (SLB)
2.08%2.03%
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
0.35%0.31%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments