AUM Top 10 Positions by %:
Offense
9.66 $TDOC
5.52 $DOCU
4.51 $COST
4.24 $V
4.01 $CHWY
3.69 $VLO
3.57 $AMZN
2.35 $CNC
2.25 $VEEV
2.20 $CVS
= 42.00%

Defense
12.87 $PIMIX
6.71 $TLT
5.27 $RF-A
4.35 $GLD
4.34 $UUP
4.05 $HMLP-A
9.53 $CASH
= 47.12%