Portfolio changes · featured 13Fs

Activity

Moves in VYM across featured managers — New / Exit / Add / Reduce.

3 managers with a move of 137 featured filed through 15 Jul managers newest 13Fs

VYM · add · all sizes

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
15 Jul 1
VYM	Add	David Katz - Matrix Asset Advisors	+0.01%	+6.4% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home