April 2024 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

93% equities, which is a slight increased from the prior month and spread across 80 stocks, with 7% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Energy and consumer staples

This Month: Largest % Decreases

Healthcare and tech

Last Month: Best Performers

Energy and materials

Last Month: Worst Performers

Healthcare and consumer discretionary

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