February 2025 Summary For Risk-Managed ESG Strategy

February 2025 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

84% equities, which is down from the prior month and spread across 65 stocks, with 16% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Consumer discretionary and industrials

This Month: Largest % Decreases

Real estate and consumer staples

Last Month: Best Performers

Healthcare and financials

Last Month: Worst Performers

Technology and consumer staples

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