| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 68,466 | 66,037 | -2,429 | 0.23 | 0.17 | -0.06 | sell |
| Selective Wealth Management, Inc. | 69,655 | 65,556 | -4,099 | 0.47 | 0.40 | -0.07 | sell |