October 2024 Summary For Risk-Managed ESG Strategy

October 2024 sector allocation changes for the Blueprint ESG Strategy

Source: Blueprint Investment Partners
For illustrative purposes only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.

This Month: Asset Allocation

99% equities, which is consistent with the prior month and spread across 80 stocks, with 1% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Communication services and energy

This Month: Largest % Decreases

Real estate and consumer discretionary

Last Month: Best Performers

Consumer discretionary and utilities

Last Month: Worst Performers

Energy and healthcare

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