Tsu Alpha Fund
Public Public As of 2026-07-20 | Synced from Charles Schwab

PORTFOLIO EXPLORER

SNAPSHOT STATUS

Your Snapshot updates automatically from your connected brokerage.

PORTFOLIO ANALYTICS

Historical view of your current portfolio using the prior year.

Assumes today's holdings and weights were held throughout the prior year.

VIEW

See each holding's estimated contribution to portfolio return and risk. Bubble size represents current portfolio weight.

Bubble size: Portfolio weight Color: Sector

Historical results are for informational purposes only. Past performance does not guarantee future results. Actual results may differ based on trade timing, allocation changes, fees, taxes, and cash flows.

CURRENT HOLDINGS

Estimated analytics for current holdings.

Concentration Score

11.7/100

Top weight: 19.7%

Top Weights

PANW19.7%
ASML13.8%
AMD11.5%
STX10.3%
LITE9.9%

Estimated Risk Contribution

PANW22.7%
LITE18.2%
BE17.4%
NBIS10.3%
STX8.0%

Correlation View

Historical correlation drift requires connected portfolio history.

Portfolio

+59.1%

S&P 500

+16.1%

Outperforming S&P 500 by +43.0%

Cumulative Return

CAGR
Portfolio
+64.5%
S&P 500
+17.4%
Max Drawdown
Portfolio
20.3%
S&P 500
9.1%
Sharpe Ratio
Portfolio
1.64
S&P 500
1.32
Sortino Ratio
Portfolio
2.34
S&P 500
1.91
Win Rate
79.1%
Hold Time
48
Avg days

Positions

Ticker Weight % PnL
PANW
57.0 shares
 +19.7% -0.6%
ASML
8.0 shares
 +13.8% -3.5%
AMD
23.0 shares
 +11.5% -2.1%
STX
13.0 shares
 +10.3% +5.6%
LITE
13.0 shares
 +9.9% -8.3%
NBIS
50.0 shares
 +9.1% -24.0%
AMAT
15.0 shares
 +7.8% +31.0%
WDC
14.0 shares
 +6.8% +8.0%
MU
7.0 shares
 +6.0% +35.8%
BE
26.0 shares
 +5.1% -28.8%