If you feel like you have overexposure to any high flyers, if they've run on you and they remain good businesses with questionable valuations, this could be a good time to right size that position. Water your flowers, pull the weeds. Let those high flyers run. My guess is that in this market, in the last year or so we've had, there's not a lot of that going on. But there could be the outlier there that you got in on something at their 52 week low. And you never anticipated that and you might want to trim.

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