I have sold my holding in Hargreaves Landsdown realising a 7% loss. My view on its quality has not changed much, though I now have some niggling concerns about its growth prospects. The main reason for selling is actually that I need some cash and Hargreaves looked like the weakest link because of its weak price momentum.

With the proceeds I have added to AB Dynamics taking it to 5.2% of the portfolio and am withdrawing the rest.