June 2024 Summary For Risk-Managed ESG Strategy

June 2024 sector allocation changes for the Blueprint ESG Strategy

Blueprint U.S. ESG Strategy

This Month: Asset Allocation

92% equities, which is an increase from the prior month and spread across 73 stocks, with 8% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Information technology and consumer staples

This Month: Largest % Decreases

Utilities and consumer discretionary

Last Month: Best Performers

Technology and utilities

Last Month: Worst Performers

Energy and consumer discretionary

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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.