July 2023 ESG Summary For Risk-Managed ESG Strategy

July 2023 sector allocation changes for the Blueprint ESG Strategy

Blueprint U.S. 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

Jump To Co-Founders' Note

Jump To: Asset Allocation

This Month's Update

View Archive: ESG Summaries

Let's Talk

If you’d like to learn more about our risk-managed U.S. ESG Strategy

Blueprint Investment Partners is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit adviserinfo.sec.gov and search for our firm name.

Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.