We have trades in all models.
In Top 20, we are adding to two names, including a Consumer Discretionary name (taking it above average) and an Energy name (still below average). To fund the buys, which are really the driver, we are trimming one of our Large-Cap Tech names as well as a certain airline.
In CG/B, we are trimming that same Tech stock and using some cash to add to two Financial names.
In Sector Selector, we are adding to VWO and PSCI while trimming XLV and XLU - just small repositionings towards what I really like after a pretty wild week.
