| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 183,144 | 216,894 | +33,750 | 0.67 | 0.84 | +0.18 | buy |
| COHEN & STEERS, INC. | 57,277 | 64,457 | +7,180 | 0.00 | 0.00 | +0.00 | buy |
| Retirement Planning Group, LLC | 11,263 | 18,083 | +6,820 | 0.00 | 0.01 | +0.00 | buy |