January 2023 ESG Summary For Risk-Managed ESG Strategy

January 2023 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.

Blueprint U.S. ESG Strategy

This Month: Asset Allocation

59% equities, which is down slightly from December and spread across 56 stocks, with 41% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Consumer discretionary and consumer staples

This Month: Largest % Decreases

Financials and tech

Last Month: Best Performers

Healthcare and industrials

Last Month: Worst Performers

Technology and consumer discretionary

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