| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 67,103 | 68,058 | +955 | 0.17 | 0.11 | -0.05 | buy |
| Selective Wealth Management, Inc. | 63,186 | 57,674 | -5,512 | 0.28 | 0.23 | -0.05 | sell |