| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 460,178 | 475,090 | +14,912 | 0.57 | 0.62 | +0.05 | buy |
| Nicholas Hoffman & Company, LLC. | 13,211 | 15,434 | +2,223 | 0.03 | 0.03 | +0.00 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 3,375 | 3,305 | -70 | 0.05 | 0.04 | -0.01 | sell |
| Probity Advisors, Inc. | 2,975 | 2,713 | -262 | 0.04 | 0.04 | -0.00 | sell |