trade_mate avatar

trade_mate
🇬🇧 Multi-Strategy Financial Services and Tech Investor.
4 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
July 12, 2024
Lowest Cash
May 6, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
47 instruments
July 12, 2025
Least Diversified
0 instruments
July 12, 2024
Average
11.8 instruments

Most Consistent Holdings

Top 5

avatarLPLA.US
72.73%
avatarBBWI
45.72%
avatarCRS
27.01%
avatarHWM
23.26%
avatarPLTR
22.73%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 6, 2025
Lowest Exposure
July 12, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
21.61%
Consumer Non Durables
10.93%
Retail Trade
10.9%
Electronic Technology
7.03%
Technology Services
4.81%

Top Countries

Top 5

🇺🇸United States
59.11%
🇮🇪Ireland
1.49%
🇳🇱Netherlands
1.4%
🇩🇪Germany
1.39%
🇱🇺Luxembourg
0.6%

Holdings over time

(Since July 12, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
LPL FinancialLPL Financial (LPLA.US)
15.11%0%72.73%6/13/2025
Bath & Body WorksBath & Body Works (BBWI)
9.41%0%45.72%3/12/2025
HersheyHershey (HSY)
7.58%0%22.46%10/4/2024
CelsiusCelsius (CELH)
3.14%0%15.24%1/22/2025
HumanaHumana (HUM)
2.63%0%18.45%4/7/2025
MicrochipMicrochip (MCHP)
2.27%0%11.5%3/10/2025
StellantisStellantis (STLA.US)
1.4%0%6.15%11/19/2024
Carpenter TechnologyCarpenter Technology (CRS)
1.11%5.27%27.01%-
RegeneronRegeneron (REGN)
1.06%0%6.68%3/14/2025
Howmet AerospaceHowmet Aerospace (HWM)
0.81%4.32%23.26%-
GE VernovaGE Vernova (GEV)
0.74%4.57%21.39%-
AmphenolAmphenol (APH)
0.71%4.11%21.39%-
ICONICON (ICLR)
0.7%0%5.88%3/26/2025
Leonardo DRSLeonardo DRS (DRS)
0.7%1.56%22.46%-
Johnson ControlsJohnson Controls (JCI)
0.67%3.74%21.39%-
SpotifySpotify (SPOT)
0.6%0%19.79%7/15/2025
BNY MellonBNY Mellon (BK)
0.55%0%17.91%6/17/2025
CrowdstrikeCrowdstrike (CRWD)
0.5%0%20.32%7/17/2025
TradewebTradeweb (TW)
0.48%0%14.71%6/6/2025
CarvanaCarvana (CVNA)
0.46%0%14.44%6/12/2025
CelaneseCelanese (CE)
0.44%0%2.67%2/11/2025
Siemens EnergySiemens Energy (ENR.DE)
0.44%3.43%14.44%-
NRG EnergyNRG Energy (NRG)
0.42%0%10.7%5/21/2025
GuidewireGuidewire (GWRE)
0.41%0%10.7%5/21/2025
PalantirPalantir (PLTR)
0.4%1.97%22.73%-
FiservFiserv (FI)
0.39%0%5.61%5/2/2025
RheinmetallRheinmetall (RHM.DE)
0.34%0%12.57%6/23/2025
WilliamsWilliams (WMB)
0.32%0%9.36%5/16/2025
NetflixNetflix (NFLX)
0.32%0%16.84%7/8/2025
FortinetFortinet (FTNT)
0.32%0%8.56%5/13/2025
WalmartWalmart (WMT)
0.3%0%8.56%5/13/2025
BarclaysBarclays (BCS)
0.29%1.73%19.52%-
RobinhoodRobinhood (HOOD)
0.27%2.59%14.44%-
CostcoCostco (COST)
0.26%0%6.95%5/7/2025
Curtiss-WrightCurtiss-Wright (CW)
0.25%0%16.04%7/8/2025
MercadoLibreMercadoLibre (MELI)
0.24%0%7.49%5/23/2025
SeagateSeagate (STX.US)
0.24%1.96%14.17%-
DuolingoDuolingo (DUOL)
0.23%0%6.95%5/21/2025
Amer Sports IncAmer Sports Inc (AS)
0.23%0%14.71%7/8/2025
AllstateAllstate (ALL)
0.23%0%5.35%5/1/2025
AxonAxon (AXON)
0.23%0%16.04%7/8/2025
BroadcomBroadcom (AVGO)
0.22%1.82%14.17%-
APi GroupAPi Group (APG)
0.22%1.73%14.17%-
MasTecMasTec (MTZ)
0.21%1.69%14.44%-
CIBCCIBC (CM)
0.21%1.66%14.44%-
AflacAflac (AFL)
0.21%0%5.35%5/1/2025
SAPSAP (SAP)
0.21%0%7.49%5/23/2025
CyberArkCyberArk (CYBR)
0.21%0%5.61%5/2/2025
DiscoverDiscover (DFS)
0.2%0%7.22%5/22/2025
Freedom HoldingFreedom Holding (FRHC)
0.2%0%6.95%5/21/2025
ZscalerZscaler (ZS)
0.2%0%11.76%7/11/2025
HeicoHeico (HEI)
0.18%0%11.23%7/8/2025
UberUber (UBER)
0.17%0%7.49%7/17/2025
DoorDashDoorDash (DASH.US)
0.17%0%10.96%7/17/2025
RobloxRoblox (RBLX)
0.17%1.72%10.7%-
CoreWeave IncCoreWeave Inc (CRWV)
0.17%0%9.63%7/2/2025
Tencent MusicTencent Music (TME)
0.17%1.75%10.43%-
IBMIBM (IBM)
0.16%0%9.89%7/17/2025
FlexFlex (FLEX)
0.16%1.8%9.09%-
SterlingSterling (STRL.US)
0.15%1.77%9.09%-
Mr CooperMr Cooper (COOP)
0.15%0%9.09%7/15/2025
Rubrik IncRubrik Inc (RBRK)
0.15%0%10.43%6/17/2025
AST SpaceMobileAST SpaceMobile (ASTS)
0.14%0%7.49%7/8/2025
GEGE (GE)
0.14%1.53%10.16%-
WoodwardWoodward (WWD)
0.14%0%5.08%5/21/2025
Rocket LabRocket Lab (RKLB)
0.14%2.36%7.22%-
Royal CaribbeanRoyal Caribbean (RCL)
0.13%1.93%7.22%-
Boston ScientificBoston Scientific (BSX.US)
0.13%0%5.08%5/21/2025
Deutsche BankDeutsche Bank (DB)
0.13%1.57%8.29%-
NatWestNatWest (NWG)
0.13%0%9.89%6/23/2025
MTU Aero EnginesMTU Aero Engines (MTX.DE)
0.13%0%4.81%5/23/2025
Capital OneCapital One (COF)
0.12%1.67%7.22%-
AlnylamAlnylam (ALNY)
0.12%0%7.49%7/11/2025
CDWCDW (CDW)
0.12%0%1.6%3/27/2025
Quanta ServicesQuanta Services (PWR)
0.12%1.73%7.22%-
American Healthcare REIT IncAmerican Healthcare REIT Inc (AHR)
0.12%1.6%7.49%-
Verona PharmaVerona Pharma (VRNA)
0.12%0%7.49%7/8/2025
QorvoQorvo (QRVO)
0.12%0%1.6%3/13/2025
JabilJabil (JBL)
0.12%1.65%6.95%-
NikeNike (NKE)
0.12%0%1.6%3/13/2025
CredoCredo (CRDO)
0.11%1.57%6.95%-
TraneTrane (TT)
0.11%0%9.36%6/17/2025
ATIATI (ATI)
0.11%1.57%8.29%-
SeaSea (SE)
0.11%0%8.56%6/10/2025
DaVitaDaVita (DVA)
0.11%0%2.67%4/21/2025
SportradarSportradar (SRAD)
0.11%1.68%6.42%-
CloudflareCloudflare (NET)
0.1%0%5.88%7/10/2025
HeidelbergCementHeidelbergCement (HEI.DE)
0.1%0%4.01%5/23/2025
NVIDIANVIDIA (NVDA)
0.09%1.64%6.68%-
Goldman SachsGoldman Sachs (GS)
0.09%1.73%5.08%-
FICOFICO (FICO)
0.09%0%3.21%5/19/2025
TKOTKO (TKO)
0.08%0%3.21%5/14/2025
WabtecWabtec (WAB)
0.08%0%6.95%6/11/2025
US FoodsUS Foods (USFD)
0.08%0%6.68%6/11/2025
Dollar TreeDollar Tree (DLTR)
0.08%0%1.07%4/4/2025
FMCFMC (FMC)
0.08%0%1.07%4/4/2025
The HartfordThe Hartford (HIG)
0.08%0%2.94%5/13/2025
CraneCrane (CR)
0.08%1.51%5.08%-
NutanixNutanix (NTNX)
0.07%0%5.35%5/28/2025
ProgressiveProgressive (PGR)
0.07%0%5.61%6/6/2025
Joby AviationJoby Aviation (JOBY)
0.07%2.36%3.48%-
EmbraerEmbraer (ERJ)
0.06%0%4.55%7/10/2025
iShares Gold TrustiShares Gold Trust (IAU)
0.06%0%1.07%5/27/2025
FabrinetFabrinet (FN)
0.06%0%3.48%7/8/2025
SoFiSoFi (SOFI)
0.06%1.68%3.48%-
UnumUnum (UNM)
0.06%0%1.87%5/2/2025
Agnico EagleAgnico Eagle (AEM)
0.06%0%4.01%6/27/2025
Ralph LaurenRalph Lauren (RL)
0.06%1.6%3.48%-
Gates IndustrialGates Industrial (GTES)
0.06%1.57%3.48%-
ShinhanShinhan (SHG)
0.05%1.51%3.48%-
Core & MainCore & Main (CNM)
0.05%1.52%3.48%-
Kinross GoldKinross Gold (KGC)
0.05%0%3.74%6/27/2025
SAPSAP (SAP.DE)
0.05%0%4.01%6/12/2025
TapestryTapestry (TPR)
0.05%1.61%2.94%-
Fidelity National FinancialFidelity National Financial (FNF)
0.05%0%1.6%5/8/2025
ArmstrongArmstrong (AWI)
0.05%1.52%2.94%-
CoinbaseCoinbase (COIN)
0.04%1.67%2.67%-
Viking Holdings LtdViking Holdings Ltd (VIK)
0.04%1.59%2.67%-
CheniereCheniere (LNG)
0.04%0%1.6%5/13/2025
Tenet HealthcareTenet Healthcare (THC)
0.04%0%3.21%6/10/2025
Philip MorrisPhilip Morris (PM)
0.03%0%1.34%5/12/2025
TransdigmTransdigm (TDG)
0.03%0%1.07%5/6/2025
Brinker Intl.Brinker Intl. (EAT)
0.03%0%1.87%6/25/2025
Banco SantanderBanco Santander (SAN)
0.03%0%1.87%7/15/2025
Hims & HersHims & Hers (HIMS)
0.03%0%2.14%5/21/2025
NuScale PowerNuScale Power (SMR)
0.02%1.54%1.6%-
BrookfieldBrookfield (BAM)
0.02%0%1.87%5/21/2025
CommvaultCommvault (CVLT)
0.02%0%1.87%6/18/2025
RaytheonRaytheon (RTX)
0.02%1.58%1.07%-
PJTPJT (PJT)
0.02%1.51%1.07%-
OracleOracle (ORCL)
0.02%1.5%1.07%-
KyndrylKyndryl (KD)
0.01%0%0.8%7/11/2025
OktaOkta (OKTA)
0%0%0.27%5/28/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Bath & Body WorksBath & Body Works (BBWI)
20.94%24.13%
MicrochipMicrochip (MCHP)
25.38%21.78%
LPL FinancialLPL Financial (LPLA.US)
12.48%18.13%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments