February 2023 ESG Summary For Risk-Managed ESG Strategy

February 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

68% equities, which is up from January and spread across 72 stocks, with 32% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Real estate and materials

This Month: Largest % Decreases

Utilities and consumer staples

Last Month: Best Performers

Consumer discretionary and technology

Last Month: Worst Performers

Consumer staples and healthcare

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