Page 2 - Market Update 7-31-2021.xlsx
P. 2

Sector Snapshot                            7/31/21            S&P 500 Sector Weights*             8/6/21
                                                       1 Year
          Sector                                       Return           Sector                              Weight
          Financials                                   52.10%           Technology                          24.71%
          Comm. Services                               43.77%           Financials                          14.09%
          Industrials                                  43.61%           Health Care                         13.48%
          Technology                                   42.39%           Consumer Cyclical                   11.66%
          Materials                                    39.11%           Comm. Services                      11.22%
          Energy                                       36.20%           Industrials                          8.66%
          Consumer Cyclical                            32.40%           Consumer Defensive                   6.26%
          Real Estate                                  28.91%           Real Estate                          2.63%
          Health Care                                  24.54%           Energy                               2.53%
          Consumer Defensive                           13.95%           Utilities                            2.51%
          Utilities                                     8.63%           Materials                            2.24%
          Sector Summary                                                                                   7/31/21
          Sector                            1 Week    1 Month   3 Month       YTD     1 Year      3 Year     5 Year
          Cyclical
           Consumer Cyclical                 -1.57%     1.01%     0.87%    12.17%     32.40%     17.73%     17.29%
           Financials                        0.71%     -0.61%     0.82%    23.75%     52.10%      9.12%     13.73%
           Materials                         2.78%      2.01%     1.19%    15.75%     39.11%     12.38%     11.48%
           Real Estate                       0.27%      4.55%     8.61%    27.26%     28.91%     13.20%      6.42%
          Sensitive
           Comm. Services                    -1.28%     1.64%     5.62%    21.90%     43.77%     19.64%           -
           Energy                            1.61%     -8.52%     0.04%    29.88%     36.20%    -12.87%      -5.25%
           Industrials                       -0.25%     0.85%     1.40%    16.55%     43.61%     11.37%     12.37%
           Technology                        -0.73%     3.82%     9.82%    17.76%     42.39%     29.58%     27.09%
          Defensive
           Consumer Defensive                0.07%      1.96%     2.77%     5.64%     13.95%     10.34%      5.56%
           Health Care                       0.46%      4.74%     8.89%    16.21%     24.54%     14.76%     12.06%
           Utilities                         0.33%      4.21%    -1.14%     5.03%      8.63%      8.11%      4.84%
          Market Indicators
                                                         Last   1 Month    1 Mo. %     1 Year   1 Year %
          Name                                As of   Month**       Ago    Change        Ago    Change        Freq.
          Key Interest Rates
           1 Month Treasury                 7/30/21     0.05%     0.05%      0.0%      0.10%     -50.0%       Daily
           2 Year Treasury                  7/30/21     0.19%     0.25%     -24.0%     0.11%      72.7%       Daily
           10 Year Treasury                 7/30/21     1.24%     1.45%     -14.5%     0.55%     125.5%       Daily
           30 Year Mortgage                 7/29/21     2.80%     3.02%      -7.3%     3.01%      -7.0%     Weekly
           US Corporate AAA                 7/31/21     1.77%     1.88%      -5.9%     1.41%      25.5%       Daily
           US Corporate BBB                 7/31/21     2.18%     2.28%      -4.4%     2.35%      -7.2%       Daily
           US Corporate CCC                 7/31/21     7.21%     6.64%      8.6%     12.64%     -43.0%       Daily
           Effective Federal Funds          7/31/21     0.07%     0.08%     -12.5%     0.10%     -30.0%       Daily
          U.S. Economy
           Consumer Sentiment               7/31/21     81.20      85.50     -5.0%     72.50      12.0%     Monthly
           Unemployment Rate                7/31/21     5.40%     5.90%      -8.5%    10.20%     -47.1%     Monthly
           Inflation Rate                   6/30/21     5.39%     4.16%     29.6%      0.65%     735.0%     Monthly
           Manufacturing PMI                7/31/21     59.50      60.60     -1.8%     54.20       9.8%     Monthly
           Non Manufacturing PMI            7/31/21     64.10      60.10     6.7%      58.10      10.3%     Monthly
           Retail Sales                     6/30/21  550,782    562,269      -2.0%   476,343      15.6%     Monthly
           Building Permits                 6/30/21     1,598     1,733      -7.8%     1,296      23.3%     Monthly

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