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Flagship Growth Portfolio – Amendments

We are buying Altium (ALU) into recent weakness. We are bullish ALU following its recent pullback.

ALU
MM are buying ALU in the Flagship Growth Portfolio, allocating 5% around $42
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Altium Ltd (ALU)

We are selling out of Cleanaway (CWY) to buy Altium (ALU which we view as a better near term prospect. CWY is due to provide a trading update on the 20th October, and recent price action is bearish.

CWY
MM are selling CWY in the Flagship Growth Portfolio, taking a loss around $2.35
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Cleanaway Waste Management (CWY)
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