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United Rentals Inc. (URI $899.55)
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Atlassian Corporation (TEAM $94.72)
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Ulta Beauty Inc. (ULTA $690.37)
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Fortinet Inc. (FTNT $82.76)
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ServiceNow Inc. (NOW $100.74)
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The Trade Desk Inc. (TTD $27.04)
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Roku Inc. (ROKU $85.85)
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Stitch Fix Inc. (SFIX $4.28)
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Alteryx Inc. Class A (AYX)
Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?