Portfolio Benchmark Currency Sequoia S&P 500 TR US Dollar Highlights 12/1/2005 to 11/30/2010
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1 Page of Calculated: //00 Printed: //00 US Dollar Highlights //00 to /0/00 Relative Rescaled Weight +/- Relative Return +/- Contribution Morningstar Sector Weighting % Selection Effect Active Return Business Services Consumer Goods Consumer Services Energy Financial Services Hardware Healthcare Services Industrial Materials Media Software Telecommunications Utilities Unclassified Cash All Rights Reserved.
2 Page of Calculated: //00 Printed: //00 Leading Contributors Weight Return Contrb Consumer Services.0.. Financial Services... Healthcare Services... Media Cash.. 0. Holdings Berkshire Hathaway Inc. A.. 0. TJX Companies..0. Idexx Laboratories... MasterCard Incorporated A Fastenal Company...0 O'Reilly Automotive, Inc.... Advance Auto Parts, Inc Precision Castparts Corp International Game Tech Expeditors International of Washington, In.. 0. Omnicom Group, Inc USTREAS T-Bill Auction Ave Mon.. 0. Wal-Mart Stores, Inc Valeant Pharmaceuticals International Inc Rolls-Royce Group PLC Leading Detractors Weight Return Contrb Consumer Goods Industrial Materials Energy Software Telecommunications Holdings Progressive Corporation Mohawk Industries, Inc Martin Marietta Materials Valeant Pharmaceuticals International Bed Bath & Beyond, Inc Walgreen Company Whole Foods Market, Inc Brown & Brown, Inc Target Corporation Lowe's Companies Inc Cummins, Inc Brambles Limited Vulcan Materials Company PACCAR, Inc Porsche Automobil Holding SE Pref Share Exposure Weight Return Berkshire Hathaway Inc. A.. USTREAS T-Bill Auction Ave Mon.. TJX Companies..0 Mohawk Industries, Inc Progressive Corporation. -. Fastenal Company.. Idexx Laboratories.0. Porsche Automobil Holding SE Pref Share. -0. Martin Marietta Materials. -. Expeditors International of Washington, Inc..0. ExxonMobil Corporation.0. General Electric Company. -. Microsoft Corporation.0-0. Procter & Gamble Company.. Johnson & Johnson.. AT&T, Inc..0. Bank of America Corp. -. Chevron Corporation.. J.P. Morgan Chase & Co International Business Machines Corp All Rights Reserved.
3 Page of Calculated: //00 Printed: //00 US Dollar Attribution/Contribution //00 to /0/00 Morningstar Sector Weights % Rescaled Weights % Return % Contribution % Attribution Effects % Portfolio Benchmark +/- Portfolio Benchmark +/- Portfolio Benchmark +/- Portfolio Benchmark +/- Morningst ar Sector Weighting % Selection Active Ret Business Services Consumer Goods Consumer Services Energy Financial Services Hardware Healthcare Services Industrial Materials Media Software Telecommunications Utilities Unclassified Cash Attribution Total Equity Missing Performance Unidentified Total Reported Total..0. Return Gap(Reported - Attribution Total) All Rights Reserved.
4 Page of Calculated: //00 Printed: //00 US Dollar Attribution Allocation Effects //00 to /0/00 Morningstar Sector - Attribution Allocation Effects Relative Weight % Underperform Outperform 0 Overweight Underweight Relative Return % Best Allocation Weight +/- Return +/- Effect Consumer Services..0. Cash 0. Telecommunications Worst Allocation Weight +/- Return +/- Effect Financial Services Energy Hardware Industrial Materials Unclassified -.00 Software Media Utilities Business Services Consumer Goods Healthcare Services All Rights Reserved.
5 Page of Calculated: //00 Printed: //00 US Dollar Attribution Security Selection Effects //00 to /0/00 Morningstar Sector - Attribution Security Selection Effects Relative Weight % Underperform Outperform 0 Overweight Underweight Relative Return % 0 Best Selections Morningstar Sector Weight +/- Return +/- Effect Berkshire Hathaway Inc. A Financial Services...0 TJX Companies Consumer Services.0.. MasterCard Incorporated A Financial Services.0 Idexx Laboratories Healthcare Services... Citigroup, Inc. Financial Services American International Group Financial Services Fastenal Company Consumer Services... O'Reilly Automotive, Inc. Consumer Services... General Electric Company Industrial Materials Bank of America Corp Financial Services International Game Tech. Consumer Services Rolls-Royce Group PLC Industrial Materials...0 Expeditors International of Washington, Inc Business Services Advance Auto Parts, Inc. Consumer Services Brown & Brown, Inc. Financial Services Worst Selections Morningstar Sector Weight +/- Return +/- Effect Mohawk Industries, Inc. Consumer Goods Progressive Corporation Financial Services Valeant Pharmaceuticals International Healthcare Services J.P. Morgan Chase & Co. Financial Services Porsche Automobil Holding SE Pref Share Consumer Goods -. McDonald's Corporation Consumer Services Wells Fargo Company Financial Services Amazon.com, Inc. Consumer Services Bed Bath & Beyond, Inc. Consumer Services Goldman Sachs Group, Inc. Financial Services Altria Group Inc. Consumer Goods U.S. Bancorp Financial Services Walgreen Company Consumer Services The Travelers Companies, Inc. Financial Services Ritchie Bros. Auctioneers, Inc. Business Services All Rights Reserved.
6 Page of Calculated: //00 Printed: //00 US Dollar Cumulative Attribution Effects //00 to /0/00 Morningstar Sector - Cumulative Attribution Effects Cumulative Allocation Effect Attribution Effects % Cumulative Selection Effect 0 Cumulative Active Return Attribution Effects Allocation Effect Selection Effect Active Return //00 //00 //00 //00 /0/00 //00 /0/00 //00 //00 /0/00 0//00 /0/00 00 All Rights Reserved.
Portfolio Benchmark Currency Artisan Mid Cap Inv Russell Mid Cap TR USD US Dollar Highlights 12/1/2005 to 11/30/2010
Page of Calculated: //00 Printed: //00 US Dollar Highlights //00 to /0/00 Relative Rescaled Weight +/- Relative Return +/- Contribution Morningstar Sector Weighting % Selection Effect Active Return Business
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May 2018 May 2018 S&P/TSX Composite Index reported strong growth this month but remains negative for the year The S&P/TSX Composite Index rose 2.91% through the month of May on a price-only basis. Of the