Portfolio changes · featured 13Fs
Activity
Moves in ROIV across featured managers — New / Exit / Add / Reduce.
Activity·ROIV
1 shownROIV moves
1 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 4 Aug 1 | |||||
| ROIV | New | Polen Capital Management | 0.00 pp | opened 0% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always · Add/Reduce need |Δ port| ≥ 1 pp. Managers · Newest 13Fs · Home.