Just noticed something interesting in the latest fund filings. J Hagan Capital dumped about $4.8 million worth of VFLO (the free cash flow ETF) back in Q4 2025, cutting their position down to just 57k shares. But here's where it gets wild - they turned around and threw $12.2 million into THIR, this tactical timing fund that literally rotates between different indexes every week based on algorithmic signals.

The shift is pretty telling about how the advisor is thinking right now. VFLO is all about holding 50 solid large-cap names with strong cash generation - think Merck, Chevron, those kinds of cash cows. You buy it and you're betting on fundamentals. THIR is the complete opposite. It's got this algorithm that watches S&P 500, Dow, and Nasdaq-100 trends, then rotates into whichever one looks strongest. When volatility spikes, it can literally move to cash and just sit it out.

So this advisor is basically saying 'I'm getting nervous about just holding value stocks through whatever comes.' They're now paying 0.69% annually for what's essentially a market timing strategy. THIR went from nowhere to the fourth-largest holding at 7% of their AUM. The thing is, THIR only launched in September 2024, so it's still pretty new. Market timing can absolutely backfire if you're paying fees while the algorithm whiffs on calls.

Not saying it's right or wrong, but it's a pretty clear signal that some experienced money is getting more tactical and less patient with buy-and-hold value plays right now.