Amazon.com

$AMZN - Consumer Discretionary 8/10

110
AMZN almost as easily as GOOGL. The destruction in small business will continue for a while and Amazon is a big benefactor in that. I expect their earnings to be great due to AWS expanding as well as every other aspect of their business. Other companies in this sector's top picks were YETI, ULTA, BBY, HD representing 12.5% of portfolio.

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