2/ New names in top-10 holdings are $NVDA, $INTC, $AAPL, $ADBE, $BMY, $NFLX, $ABBV, $NEE, and $TSLA.  Former top-10 holdings ejected from current portfolio are $V, $PG, $T, $MA, $MDT, $COST, $AMT, and $SBUX. https://t.co/82c5Trw3iC