| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Whitegate Investment Counselors, Inc. | 3,306 | 3,313 | +7 | 0.08 | 0.12 | +0.03 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 3,869 | 3,768 | -101 | 0.05 | 0.06 | +0.01 | sell |