August 2023 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
99% equities, which up from the month prior and spread across 79 stocks, with 1% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Energy to a large degree and financials to a lesser degree
This Month: Largest % Decreases
Materials and communication services
Last Month: Best Performers
Energy and financials
Last Month: Worst Performers
Although all sectors performed positively for the month, consumer discretionary and healthcare generated the least return
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