In Top 20, we are cashing in after a sharp move on one of our names and adding an Industrial that has been absolutely hammered. I have long followed the name we are adding, which offers 56% to my target. Their first Investor Day last month as well as their addition to the S&P 400 Mid-Cap index earlier this year should help boost awareness of this under-the-radar company that has grown dramatically over the past decade. I like the 40% exposure to commercial aerospace, which is likely to stay strong, and the company's recent acquisition, its largest yet, should drive years of top-line and EPS growth as the company realizes sales synergies. While I continue to like the stock we are selling, it offers just 24% to my target following the recent 19% increase in price since our addition last month.
In Sector Selector ETF, we are marginally increasing our exposure to Emerging Markets, a somewhat bullish trade. Since the launch of the model in late April, the ETF has declined dramatically and remains oversold. We are trimming our exposure to Mega-Caps to fund the purchase.
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