July 2023 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

77% equities, which is up from June and spread across 62 stocks, with 23% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Consumer discretionary to a large degree and financials to a lesser degree

This Month: Largest % Decreases

Consumer staples, materials, and communication services

Last Month: Best Performers

Consumer discretionary and industrials

Last Month: Worst Performers

Energy and utilities

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