AUM Top 10 Positions by %:
Offense
10.17 $TDOC
4.79 $VLO
4.60 $DOCU
4.02 $AMZN
3.17 $V
2.63 $GILD
2.46 $COST
2.27 $CVS
2.18 $VEEV
2.11 $PINS
= 38.40%

Defense
11.10 $PIMIX
5.17 $RF-A
5.06 $TLT
4.72 $GLD
4.68 $UUP
4.52 $HMLP-A
17.70 $CASH
= 52.95%

$VIX &gt;31⚠️👇🏻 https://t.co/2f3e055HIQ