July 2024 Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

92% equities, which is an increase from the prior month and spread across 76 stocks, with 8% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Consumer discretionary and real estate

This Month: Largest % Decreases

Consumer staples and healthcare

Last Month: Best Performers

Technology and consumer discretionary

Last Month: Worst Performers

Utilities and materials

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