Page 2 - Market Update 8-31-2021.xlsx

Sector Snapshot 8/31/21 S&P 500 Sector Weights* 8/27/21
1 Year
Sector Return Sector Weight
Financials 53.36% Technology 24.95%
Energy 36.10% Financials 14.12%
Materials 35.68% Health Care 13.41%
Comm. Services 35.24% Consumer Cyclical 11.56%
Industrials 34.35% Comm. Services 11.39%
Real Estate 32.75% Industrials 8.60%
Technology 28.49% Consumer Defensive 6.19%
Health Care 24.90% Real Estate 2.59%
Consumer Cyclical 22.33% Utilities 2.50%
Utilities 15.83% Energy 2.46%
Consumer Defensive 10.28% Materials 2.24%
Sector Summary 8/31/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 1.34% 1.73% 6.30% 14.11% 22.33% 16.33% 18.03%
Financials 0.40% 5.00% 1.13% 29.94% 53.36% 10.73% 14.05%
Materials 0.57% 1.76% -1.87% 17.78% 35.68% 13.04% 11.96%
Real Estate 2.58% 2.70% 10.33% 30.70% 32.75% 12.67% 7.83%
Sensitive
Comm. Services 1.90% 3.86% 8.70% 26.61% 35.24% 20.34% -
Energy -0.03% -2.76% -7.33% 26.30% 36.10% -12.44% -6.01%
Industrials 0.42% 0.92% -0.54% 17.62% 34.35% 10.94% 12.45%
Technology 0.80% 3.44% 14.80% 21.81% 28.49% 28.25% 27.70%
Defensive
Consumer Defensive 0.39% 1.02% 2.15% 6.72% 10.28% 10.43% 5.91%
Health Care -0.34% 2.28% 9.47% 18.85% 24.90% 13.67% 13.37%
Utilities -0.10% 3.50% 5.24% 8.71% 15.83% 8.76% 6.91%
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 8/31/21 0.03% 0.05% -40.0% 0.08% -62.5% Daily
2 Year Treasury 8/31/21 0.20% 0.19% 5.3% 0.14% 42.9% Daily
10 Year Treasury 8/31/21 1.30% 1.24% 4.8% 0.72% 80.6% Daily
30 Year Mortgage 8/19/21 2.86% 2.88% -0.7% 2.96% -3.4% Weekly
US Corporate AAA 8/30/21 1.78% 1.76% 1.1% 1.60% 11.3% Daily
US Corporate BBB 8/30/21 2.21% 2.16% 2.3% 2.41% -8.3% Daily
US Corporate CCC 8/30/21 7.06% 6.88% 2.6% 12.09% -41.6% Daily
Effective Federal Funds 8/30/21 0.08% 0.07% 14.3% 0.09% -11.1% Daily
U.S. Economy
Consumer Sentiment 8/31/21 70.30 81.20 -13.4% 74.10 -5.1% Monthly
Unemployment Rate 7/31/21 5.40% 5.90% -8.5% 10.20% -47.1% Monthly
Inflation Rate 7/31/21 5.37% 5.39% -0.5% 0.99% 444.1% Monthly
Manufacturing PMI 8/31/21 59.90 59.50 0.7% 56.00 7.0% Monthly
Non Manufacturing PMI 7/31/21 64.10 60.10 6.7% 58.10 10.3% Monthly
Retail Sales 7/31/21 545,502 553,730 -1.5% 481,358 13.3% Monthly
Building Permits 7/31/21 1,635 1,594 2.6% 1,542 6.0% Monthly

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