SMid-Cap Composite Top Ten Holdings as of September 30, 2017 Totaled 39.5%

InitiatedCompanyWeightCompany Description
01/17II-VI Inc.4.3%Engineered materials manufacturer
03/17Planet Fitness4.3%Budget fitness centers
06/14Align Technology4.1%Clear dental aligner
04/13Live Nation4.1%Live-entertainment & ticking provider
09/16First American Financial3.9%Title insurance provider
05/14Natl Instruments3.9%Testing & measurement supplier
03/14Xylem3.9%Water treatment & management
03/14PVH3.8%Global branded apparel
01/16Microsemi3.7%Semiconductor designer & supplier
02/16Leidos Holdings3.5%Technology & 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.