Rotation Score condenses 45 quarters of 13F behavior into a single 0-100 signal per firm. Stop pitching sleepers. Focus your outreach on the RIAs that just rotated hard.
Every 13F filing is scored against the firm's own 5-year baseline. A score of 92 means the firm rotated the top 5% of positions this quarter versus its historical churn. A score of 24 means it barely moved.
Combine it with style filters — Growth-Tilt firms with rotation scores >85 who trimmed AGG last quarter, for example — to find distribution targets your competitors haven't spotted yet.
A score above 80 means real portfolio changes just happened. A score below 30 means the firm is passive this cycle — save your pitch.
Rotation vector shows what's flowing in and out. Rotating from AGG to defined-outcome? That's your buyer for BUFF.
A 5-year percentile shows whether this rotation is anomalous or business-as-usual. Repeat rotators are repeat buyers.