Added/Increased: AMT, APTV, BKE, MRP, RMD, TSCO, ADNT, CTSH, DHR, GIL, GPN, HFRO, MFIC, MSFT, NXDT, PRDO, PYPL, VFC, YUMC.
Decreased/Eliminated: DG, HST, HUM, ING, MAC, PINS, SIRI, ST, TSN, WAT, GOOGL, GPMT, SOHU, STLA, and cash.
Added/Increased: AMT, APTV, BKE, MRP, RMD, TSCO, ADNT, CTSH, DHR, GIL, GPN, HFRO, MFIC, MSFT, NXDT, PRDO, PYPL, VFC, YUMC.
Decreased/Eliminated: DG, HST, HUM, ING, MAC, PINS, SIRI, ST, TSN, WAT, GOOGL, GPMT, SOHU, STLA, and cash.
Added/Increased: ARCC, BGH, and MFIC
Sold/Decreased: HFRO, LAHYX, VWEAK, and JNK
Added/Increased: IWM
Decreased/Eliminated: QQQ
Added/Increased: BGH, VVR
Decreased/Eliminated: MINT
Added/Increased: BGH, VVR
Eliminated/Decreased: MINT