Sophon Pillar

Low RiskNasdaq-100DiverseDefensive

Last updated

Annual return [1]

24.5%

Benchmark [1] ( Nasdaq-100 )

15.1%

Excess return [1]

9.4%

Max drawdown [1]

−4.5%

Annual growth

2023202420252026
Annual return+55.5%+60.4%+48.1%+55.9%
Benchmark+39.0%+27.0%+20.4%+21.9%
Excess returns+16.4%+33.4%+27.7%+34.0%
Max drawdown-9.0%-22.4%-28.7%-16.4%

Top 10 holdings

  • AMATApplied Materials22.71%
  • BKNGBooking Holdings16.51%
  • BKRBaker Hughes13.43%
  • AVGOBroadcom Inc.13.04%
  • METAMeta Platforms6.79%
  • AMGNAmgen5.50%
  • PEPPepsiCo5.12%
  • MUMicron Technology3.54%
  • MELIMercadoLibre3.35%
  • NVDANVIDIA3.11%

Alpaca broker account

Live account ****1462

Training start

21 Apr 2026

Assets screened on

Total Equity

Currency

USD

Trading frequency

Weekly

Agent description

This Sophon-3 AI model flow starts with the Nasdaq-100 as the asset universe, then runs a single AI model node: Sophon-3 Screener.

The idea is simple: narrow the universe to more interesting candidates and send the results into portfolio construction. This creates a practical workflow where screening and portfolio construction work together instead of as separate steps.

In this template, Sophon-3 Screener uses the data type Total Equity. Total Equity represents the shareholders’ residual claim on the company (assets minus liabilities); it helps describe the balance-sheet cushion and how much value is attributable to owners after debts are accounted for.

This gives the screener a balance-sheet strength lens (how much net value supports the business).

Sophon-3 Screener is an AI model node that continually learns from new market dynamics instead of relying on fixed screening rules. Its role is to filter the Nasdaq-100 toward stocks with stronger potential versus the benchmark.

1. The metrics are measured since live deployment of the agent. 21 Apr 2026