Page 2 - Market Update 12-31-2021.xlsx

Sector Snapshot 12/31/21 S&P 500 Sector Weights* 12/29/21
1 Year
Sector Return Sector Weight
Energy 46.60% Technology 26.80%
Real Estate 42.49% Health Care 13.33%
Technology 33.53% Financials 12.91%
Financials 32.55% Consumer Cyclical 12.31%
Consumer Cyclical 27.10% Comm. Services 10.21%
Materials 25.06% Industrials 8.09%
Health Care 24.16% Consumer Defensive 6.24%
Industrials 19.40% Real Estate 2.73%
Comm. Services 15.06% Energy 2.67%
Consumer Defensive 14.27% Utilities 2.46%
Utilities 13.99% Materials 2.25%
Sector Summary 12/31/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 0.59% 0.02% 13.84% 27.10% 27.10% 27.37% 20.26%
Financials 0.55% 3.12% 4.07% 32.55% 32.55% 17.97% 10.96%
Materials 2.58% 7.34% 14.70% 25.06% 25.06% 21.51% 12.73%
Real Estate 3.69% 9.74% 16.78% 42.49% 42.49% 19.11% 11.31%
Sensitive
Comm. Services -0.58% 3.20% -3.07% 15.06% 15.06% 23.49% -
Energy 1.06% 2.93% 6.68% 46.60% 46.60% 0.18% -5.06%
Industrials 1.78% 5.22% 8.24% 19.40% 19.40% 18.18% 11.34%
Technology 0.50% 3.29% 16.40% 33.53% 33.53% 41.14% 29.26%
Defensive
Consumer Defensive 2.43% 10.25% 12.13% 14.27% 14.27% 15.00% 8.38%
Health Care 1.13% 8.84% 10.78% 24.16% 24.16% 17.97% 15.55%
Utilities 2.63% 9.36% 12.05% 13.99% 13.99% 10.64% 8.07%
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 12/30/21 0.06% 0.11% -45.5% 0.06% 0.0% Daily
2 Year Treasury 12/30/21 0.73% 0.52% 40.4% 0.12% 508.3% Daily
10 Year Treasury 12/30/21 1.52% 1.43% 6.3% 0.93% 63.4% Daily
30 Year Mortgage 12/23/21 3.05% 3.10% -1.6% 2.67% 14.2% Weekly
US Corporate AAA 12/31/21 2.03% 2.00% 1.5% 1.55% 31.0% Daily
US Corporate BBB 12/31/21 2.60% 2.55% 2.0% 2.06% 26.2% Daily
US Corporate CCC 12/31/21 7.96% 8.32% -4.3% 8.36% -4.8% Daily
Effective Federal Funds 12/29/21 0.08% 0.08% 0.0% 0.09% -11.1% Daily
U.S. Economy
Consumer Sentiment 12/31/21 70.60 67.40 4.7% 80.70 -12.5% Monthly
Unemployment Rate 11/30/21 4.20% 4.80% -12.5% 6.70% -37.3% Monthly
Inflation Rate 11/30/21 6.81% 5.39% 26.3% 1.17% 479.7% Monthly
Manufacturing PMI 11/30/21 61.10 61.10 0.0% 57.50 6.3% Monthly
Non Manufacturing PMI 11/30/21 69.10 61.90 11.6% 55.90 23.6% Monthly
Retail Sales 11/30/21 566,098 554,233 2.1% 487,600 16.1% Monthly
Building Permits 11/30/21 1,712 1,586 7.9% 1,696 0.9% Monthly

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