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Kinaxis Inc. (KXS $135.94)
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Atlassian Corporation (TEAM $73.34)
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Real Matters Inc. (REAL $5.65)
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DocuSign Inc. (DOCU $46.48)
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Fastly Inc. (FSLY $24.22)
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CrowdStrike Holdings Inc. (CRWD $441.54)
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Palantir Technologies Inc. (PLTR $153.50)
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Unity Software Inc. (U $19.43)
Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.