CG/B Trades

In Conservative Growth/Balanced, we are selling two Healthcare names and adding to a Consumer Discretionary name.  Both of the sells have done very well for us.  In fact, they are long-term gains, with each of these remaining pieces of formerly larger positions having been purchased near the beginning of 2010.  Each of them is technically challenging to me - they seem ahead of themselves.  My valuation suggests that they can return a little over 20% over the next year (excluding dividends), while our purchase should return in excess of 30%.  Our Healthcare exposure remains quite high in this model, even after the sales.  Our two names are probably both bigger than I would like them to be, but I am trying to ride the positive momentum a bit further before trimming them.  With our sale last week as well as this net reduction in exposure, we have built a little cash but remain highly exposed to stocks.  Our maximum is 75%, but we will decline to about 72% after the trades.