June 2023 ESG Summary For Risk-Managed ESG Strategy

June 2023 sector allocation changes for the Blueprint ESG Strategy

Blueprint U.S. ESG Strategy

This Month: Asset Allocation

66% equities, which slightly down from May and spread across 50 stocks, with 34% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Communication services and consumer discretionary

This Month: Largest % Decreases

Energy and healthcare

Last Month: Best Performers

Technology and communication services

Last Month: Worst Performers

Energy and consumer staples

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This Month's Update

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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.