SMid-Cap Composite Top Ten Holdings as of March 31, 2018 Totaled 38.9%

InitiatedCompanyWeightCompany Description
09/16First American Financial4.2%Title insurance provider
03/17Planet Fitness4.2%Budget fitness provider
01/17II-VI Inc.4.2%Engineered materials manufacturer
12/10WEX4.1%Payment processing (servicer)
01/12Encompass Health3.9%Inpatient rehabilitation services
03/14PVH3.8%Global branded apparel
02/17FCB Financial3.7%Florida community bank
01/16Microsemi3.7%Semiconductor designer and supplier
04/13Live Nation3.6%Live entertainment & ticking provider
02/16Leidos Holdings3.5%Technology and intelligence contractor

This information supplements the SMid-Cap Equity Composite Presentation. The portfolio is actively managed, so the holdings and weights mentioned above may not be current. They should not be considered recommendations to buy or sell any security, and you should not assume these investments have been or will be profitable. The holdings recommended do not represent all of the securities purchased, sold or recommended for advisory clients.