Page 2 - Market Update 3-31-2021.xlsx

Sector Snapshot 3/31/21 S&P 500 Sector Weights* 3/29/21
1 Year
Sector Return Sector Weight
Materials 74.66% Technology 23.33%
Consumer Cyclical 71.35% Financials 14.23%
Energy 68.65% Health Care 13.22%
Industrials 66.69% Consumer Cyclical 12.01%
Comm. Services 65.77% Comm. Services 10.90%
Technology 65.11% Industrials 9.22%
Financials 63.49% Consumer Defensive 6.69%
Health Care 31.70% Energy 2.85%
Real Estate 28.32% Utilities 2.68%
Consumer Defensive 25.24% Real Estate 2.49%
Utilities 15.43% Materials 2.37%
Sector Summary 3/31/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 2.91% 4.21% 4.46% 4.46% 71.35% 18.39% 16.33%
Financials 2.15% 5.62% 15.36% 15.36% 63.49% 7.33% 13.25%
Materials 2.75% 7.30% 8.58% 8.58% 74.66% 11.42% 11.91%
Real Estate 2.09% 6.35% 8.38% 8.38% 28.32% 8.78% 4.61%
Sensitive
Comm. Services -0.22% 2.48% 8.58% 8.58% 65.77% - -
Energy -0.12% 2.70% 29.13% 29.13% 68.65% -8.99% -3.74%
Industrials 3.42% 8.82% 11.00% 11.00% 66.69% 10.01% 12.28%
Technology 2.49% 1.65% 1.92% 1.92% 65.11% 26.68% 24.57%
Defensive
Consumer Defensive 2.13% 7.85% 0.93% 0.93% 25.24% 9.07% 5.20%
Health Care 1.91% 3.74% 2.74% 2.74% 31.70% 13.08% 11.62%
Utilities 2.18% 10.13% 1.94% 1.94% 15.43% 8.30% 5.26%
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 3/31/21 0.01% 0.04% -75.0% 0.05% -80.0% Daily
2 Year Treasury 3/31/21 0.16% 0.14% 14.3% 0.23% -30.4% Daily
10 Year Treasury 3/31/21 1.74% 1.44% 20.8% 0.70% 148.6% Daily
30 Year Mortgage 3/25/21 3.17% 2.97% 6.7% 3.65% -13.2% Weekly
US Corporate AAA 3/31/21 2.11% 1.97% 7.1% 2.08% 1.4% Daily
US Corporate BBB 3/31/21 2.55% 2.37% 7.6% 4.59% -44.4% Daily
US Corporate CCC 3/31/21 7.41% 7.64% -3.0% 18.21% -59.3% Daily
Effective Federal Funds 3/30/21 0.07% 0.07% 0.0% 0.09% -22.2% Daily
U.S. Economy
Consumer Sentiment 3/31/21 84.90 76.80 10.5% 89.10 -4.7% Monthly
Unemployment Rate 2/28/21 6.20% 6.70% -7.5% 3.50% 77.1% Monthly
Inflation Rate 2/28/21 1.68% 1.36% 23.1% 2.49% -32.6% Monthly
Manufacturing PMI 3/31/21 64.70 60.80 6.4% 49.10 31.8% Monthly
Non Manufacturing PMI 2/28/21 55.30 57.70 -4.2% 55.50 -0.4% Monthly
Retail Sales 2/28/21 507,489 487,393 4.1% 463,338 9.5% Monthly
Building Permits 2/28/21 1,682 1,704 -1.3% 1,536 9.5% Monthly

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