Portfolio check
How do your holdings score? Enter what you own to see a value-weighted score, how concentrated you are, and which holdings rate weakly on their boards. A research view of your positions, not personalized advice.
Holdings sample portfolio; replace with yours Ashgrove Target Date 2045 Fund Arden Insurance Ashgrove Value Fund Ashgrove Income Fund Ashgrove 500 Index Fund Ashgrove US Total Market ETF Ashgrove Semiconductor ETF Ashgrove International Developed ETF Ashgrove Total Bond Index Fund Arden Logistics Arden Networks Ashgrove Low Volatility ETF Ashgrove Dividend Growth ETF Bayport Semiconductor ETF Bayport Balanced Fund Bayport Small Cap Fund Bayport Gold Miners ETF Bayport Value Fund Bayport US Large Cap Growth ETF Birchwood Bancorp Bayport Income Fund Birchwood Foods Bayport Short-Term Treasury ETF Bayport International Fund Bayport Target Date 2045 Fund Bayport Emerging Markets ETF Birchwood Energy Brightwater Aerospace Bayport Aggregate Bond ETF Bayport Quality Factor ETF Brightwater Insurance Bayport Low Volatility ETF Copperfield Balanced Fund Copperfield Small Cap Fund Copperfield International Developed ETF Copperfield Dividend Growth ETF Copperfield Total Bond Index Fund Caelo Copperfield Target Date 2045 Fund Calder Networks Copperfield Income Fund Copperfield 500 Index Fund Caelon Copperfield US Total Market ETF Copperfield Value Fund Copperfield International Fund Dunmore Health Dunmore Insurance Driftwood Bancorp Everly Foods Everly Aerospace Everly Therapeutics Fyna Fairhaven Foods Fynex Fyno Fairhaven Software Fynus Fynyx Granite Health Glenrock Foods Granite Energy Glenrock Networks Harwell Small Cap Fund Harwell Aggregate Bond ETF Harrow Therapeutics Harwell Emerging Markets ETF Harwell US Large Cap Growth ETF Hexis Network Harwell Balanced Fund Harwell Quality Factor ETF Harwell US Total Market ETF Harrow Energy Harwell Income Fund Harwell Cybersecurity ETF Harwell Target Date 2045 Fund Harwell Value Fund Hexis Harrow Insurance Hexus Network Harwell 500 Index Fund Harrow Aerospace Hexar Network Harwell Growth Fund Harwell International Fund Holloway Energy Ionel Network Ionar Network Ionus Juniper Aerospace Juniper Robotics Juniper Bancorp Juniper Insurance Korar Kinross Target Date 2045 Fund Kinross Total Bond Index Fund Kinross Balanced Fund Kinross International Fund Kinross Cybersecurity ETF Kinross International Developed ETF Kinross Semiconductor ETF Kinross Income Fund Kinross Short-Term Treasury ETF Korium Kinross 500 Index Fund Koron Kinross Growth Fund Kinross Dividend Growth ETF Kinross Small Cap Fund Kinross Aggregate Bond ETF Kingsley Robotics Korus Kinross Quality Factor ETF Kestrel Software Koryx Network Larkspur Emerging Markets ETF Larkspur Aggregate Bond ETF Lakemont Bancorp Larkspur Dividend Growth ETF Larkspur Total Bond Index Fund Larkspur International Developed ETF Luxa Network Lakemont Logistics Larkspur Short-Term Treasury ETF Larkspur Quality Factor ETF Larkspur International Fund Luxon Larkspur Small Cap Fund Luxel Larkspur Low Volatility ETF Myron Northline Value Fund Northbrook Insurance Northline International Fund Northline Income Fund Northline Growth Fund Northline US Large Cap Growth ETF Northline 500 Index Fund Northline Semiconductor ETF Northline Quality Factor ETF Northline International Developed ETF Northline Balanced Fund Northline Cybersecurity ETF Northline Small Cap Fund Novayx Network Northline Total Bond Index Fund Oakhurst Health Oriium Oriium Network Orion Oakhurst Foods Orius Paxa Network Pinecrest Health Pinecrest Robotics Pinecrest Aerospace Paxex Network Paxex Paxel Network Quaar Quaium Quaar Network Quael Quao Redfield Health Redfield Bancorp Rynel Rowan Insurance Rynon Rowan Robotics Rowan Networks Ryna Summit Ridge US Large Cap Growth ETF Summit Ridge Short-Term Treasury ETF Summit Ridge Quality Factor ETF Summit Ridge International Fund Stonegate Therapeutics Solium Network Summit Ridge Total Bond Index Fund Summit Ridge International Developed ETF Summit Ridge Growth Fund Summit Ridge Balanced Fund Summit Ridge 500 Index Fund Summit Ridge Income Fund Summit Ridge Semiconductor ETF Sterling Foods Stonegate Semiconductor Solis Network Summit Ridge Emerging Markets ETF Summit Ridge Cybersecurity ETF Tamarack Software Tidewell Short-Term Treasury ETF Tidewell US Large Cap Growth ETF Talis Network Talo Network Thornbury Semiconductor Tidewell International Developed ETF Tidewell Semiconductor ETF Tidewell Cybersecurity ETF Tidewell Balanced Fund Tidewell 500 Index Fund Talus Tidewell Aggregate Bond ETF Talium Tidewell Small Cap Fund Talar Network Tidewell US Total Market ETF Terar Network Thornbury Bancorp Talel Network Tidewell Total Bond Index Fund Thornbury Logistics Tidewell Target Date 2045 Fund Tidewell Emerging Markets ETF Tidewell Quality Factor ETF Vela Valemont Insurance Vexon Network Velon Valemont Foods Velex Network Velar Network Vexyx Network Whitmore Bancorp Wyno Wyno Network Whitmore Health Whitmore Networks Westcott Aerospace Wynyx Yarrow Insurance Zenon + Add holding You type your holdings. Beligator never connects to a brokerage account.
69
Weighted score 68.7 · Favorable
● Stocks 35%● ETFs 34%● Mutual funds 14%● Crypto 17%
Things to review KONR is 34% of the portfolio. A single position above 25% drives most of your results.
FROR rates Weak (41) on the Stocks board.
Holding Weight Score Tier 1Y KONR Kinross Aggregate Bond ETF 33.8% 75.4 Top rated +17.5% HYLE Holloway Energy 25.4% 69.9 Favorable +33.0% OOO Orion 16.9% 65.1 Favorable +50.6% HLAFX Harwell Balanced Fund 14.1% 74.2 Favorable +23.1% FROR Fairhaven Software 9.9% 41.4 Weak -24.6%
Portfolio check is a Pro feature See how everything you own scores, and where you are concentrated. See plans