Page 2 - Market Update 9-30-2021.xlsx

Sector Snapshot 9/30/21 S&P 500 Sector Weights* 8/27/21
1 Year
Sector Return Sector Weight
Energy 73.62% Technology 24.57%
Financials 56.04% Financials 14.17%
Comm. Services 34.93% Health Care 13.28%
Technology 27.93% Consumer Cyclical 12.14%
Real Estate 27.12% Comm. Services 11.24%
Industrials 27.07% Industrials 8.46%
Materials 24.18% Consumer Defensive 6.21%
Consumer Cyclical 22.17% Energy 2.76%
Health Care 20.55% Real Estate 2.58%
Utilities 7.53% Utilities 2.42%
Consumer Defensive 7.46% Materials 2.17%
Sector Summary 9/30/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical -2.53% -1.93% 0.53% 11.65% 22.17% 15.31% 17.61%
Financials -1.32% -2.07% 2.29% 27.36% 56.04% 10.88% 14.25%
Materials -2.62% -7.71% -3.90% 9.04% 24.18% 10.94% 10.58%
Real Estate -4.41% -6.07% 0.24% 22.02% 27.12% 11.30% 6.75%
Sensitive
Comm. Services -1.99% -5.90% -1.02% 18.71% 34.93% 17.85% -
Energy 3.16% 8.06% -3.22% 37.41% 73.62% -10.63% -5.08%
Industrials -2.91% -6.48% -4.55% 10.31% 27.07% 7.85% 11.01%
Technology -4.65% -6.36% 1.13% 14.72% 27.93% 25.74% 25.67%
Defensive
Consumer Defensive -2.62% -4.31% -1.64% 1.91% 7.46% 8.56% 5.34%
Health Care -4.02% -5.81% 1.02% 12.08% 20.55% 10.45% 12.20%
Utilities -2.11% -6.51% 0.93% 1.73% 7.53% 6.70% 5.48%
Market Indicators
Last 1 Month 1 Mo. % 1 Year 1 Year %
Name As of Month** Ago Change Ago Change Freq.

1 Month Treasury 9/30/21 0.07% 0.04% 75.0% 0.08% -12.5% Daily
2 Year Treasury 9/30/21 0.28% 0.20% 40.0% 0.13% 115.4% Daily
10 Year Treasury 9/30/21 1.52% 1.29% 17.8% 0.69% 120.3% Daily
30 Year Mortgage 9/23/21 2.88% 2.86% 0.7% 2.87% 0.3% Weekly
US Corporate AAA 9/29/21 1.93% 1.80% 7.2% 1.60% 20.6% Daily
US Corporate BBB 9/29/21 2.34% 2.24% 4.5% 2.42% -3.3% Daily
US Corporate CCC 9/29/21 7.22% 7.07% 2.1% 11.92% -39.4% Daily
Effective Federal Funds 9/29/21 0.08% 0.08% 0.0% 0.09% -11.1% Daily
U.S. Economy
Consumer Sentiment 9/30/21 71.00 81.20 -12.6% 80.40 -11.7% Monthly
Unemployment Rate 7/31/21 5.20% 5.90% -11.9% 10.20% -49.0% Monthly
Inflation Rate 7/31/21 5.25% 5.39% -2.6% 0.99% 432.5% Monthly
Manufacturing PMI 8/31/21 59.90 59.50 0.7% 56.00 7.0% Monthly
Non Manufacturing PMI 7/31/21 61.70 60.10 2.7% 58.10 6.2% Monthly
Retail Sales 7/31/21 546,692 554,388 -1.4% 481,303 13.6% Monthly
Building Permits 7/31/21 1,728 1,594 8.4% 1,542 12.1% Monthly

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