value-complex

An analysis of Avantis's AVUV small-company value fund and AVLV large-company value fund, based on their reported holdings. It groups changes by fund size, position lifecycle, and portfolio weight.

In plain words
What is it for?
Use it to find new or removed holdings, changing conviction, winning streaks, and sectors that both funds favor.
Why use it?
It separates meaningful portfolio changes from ordinary buying caused by new money entering a fund.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/mphinance/alpha-skills/value-complex
Any agent
npx skills add mphinance/alpha-skills --skill value-complex
Clone the repo
git clone --depth 1 https://github.com/mphinance/alpha-skills

Made for: Claude Code, Codex.

Per session 125 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,224 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00125 $0.01224
Opus 5 $0.00063 $0.00612
Sonnet 5 $0.00025 $0.00245
Haiku 4.5 $0.00013 $0.00122

Measured 2d ago against content hash 0cda5ed2b3bc, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

value-complex scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/gather.mjs), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/mph-kit/skills/value-complex/SKILL.md · 90 lines

How it starts

The opening of the file, as written. The whole thing — 90 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Value Complex — Avantis small + large value, by weight

This skill reads Avantis's two flagship value ETFs straight from TickerTrace's per-fund endpoint (/fund/<TICKER>) and lays out what changed under the hood, grouped the way the value factor actually moves:

  • AVUV — small-cap value ($12.5B, ~794 holdings) — the flagship.
  • AVLV — large-cap value ($3.2B, ~272 holdings).

This is the per-fund holdings view that the daily stock-recap skill does not pull. stock-recap only hits TickerTrace's cross-fund aggregates (/briefing, /institutional, /divergences). This skill is the deep, by-weight, per-fund value read.

What it groups, and why

For each fund (small tier → large tier), three lifecycle buckets:

  1. 🆕 New / Exited — positions TickerTrace flags type=NEW or REMOVED. Passive Avantis funds rarely open or close a name day-to-day, so when they do it's meaningful. This is the literal "new adds."
  2. 📈 Conviction tilt — active over/under-weighting, inflow-stripped. Every name in an inflow day shows a positive sharesDelta (new money buys the whole book pro-rata), so raw adds are noise. We compute each name's share growth sharesDelta/previousShares, take the fund-wide median as the inflow tide, and rank by the excess over that tide. Positive excess = the fund is genuinely leaning into the name beyond mechanical inflow; negative = leaning out.
  3. 🔥 Up-streaks — names on multi-day winning runs (TickerTrace streaks). This is the cleanest momentum signal — independent of fund mechanics entirely.

Then the payoff, 🔗 cross-tier synthesis:

  • Sector convergence — sectors that are streaking and/or tilting up in both the small and large fund. (Exact-ticker overlap is rare because the funds hold different cap tiers, so convergence is read at the sector/theme level — e.g. "transports leading in both.")
  • Flow tell — all-buys with zero trims = inflows into value (creations, risk-on); a genuine mix of adds and trims = active rebalancing.

Read the full file on GitHub · 90 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 90 lines · 125 tokens per session scan A 0cda5ed2b3bc

Subscribe to this mod's changes

value-complex is a skill published in the GitHub repository mphinance/alpha-skills (19 stars, last pushed 4d ago), licensed MIT. It adds 125 tokens to every session and 1,224 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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