Strategic Growth: Portfolio Composition

• Each separate account consists of 30-40 individual securities to reduce portfolio volatility.
• Securities purchased will have a market capitalization minimum of $2 billion.
• Securities are normally purchased in 1-2% increments with no more than 5% invested in any one issue.
• Sector diversification allows for targeted over-weighting and under-weighting to maximize portfolio return.
• Sector weights may be up to 15% over- or underweighted versus weights in the Russell 1000 Growth Index.

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