Page 2 - Market Update 10-31-2021.xlsx

Sector Snapshot 10/31/21 S&P 500 Sector Weights* 10/29/21
1 Year
Sector Return Sector Weight
Energy 100.83% Technology 25.27%
Financials 69.39% Financials 13.80%
Technology 42.29% Health Care 13.11%
Real Estate 40.37% Consumer Cyclical 12.52%
Industrials 37.68% Comm. Services 10.83%
Consumer Cyclical 37.60% Industrials 8.37%
Materials 34.43% Consumer Defensive 6.06%
Comm. Services 33.20% Energy 2.86%
Health Care 31.57% Real Estate 2.59%
Consumer Defensive 14.17% Utilities 2.40%
Utilities 6.23% Materials 2.18%
Sector Summary 10/31/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 4.34% 10.20% 9.19% 25.05% 37.60% 25.22% 20.94%
Financials -0.90% 5.38% 9.44% 36.43% 69.39% 16.52% 15.32%
Materials 0.32% 5.89% 1.78% 17.33% 34.43% 18.85% 12.72%
Real Estate 0.30% 5.74% 3.36% 31.12% 40.37% 14.78% 9.85%
Sensitive
Comm. Services -0.09% -0.22% -2.88% 18.76% 33.20% 22.30% -
Energy -0.93% 8.51% 14.46% 51.32% 100.83% -2.98% -2.87%
Industrials -0.28% 4.57% 0.94% 17.85% 37.68% 15.64% 13.01%
Technology 1.97% 7.38% 5.23% 24.03% 42.29% 34.28% 27.88%
Defensive
Consumer Defensive -0.09% 1.44% -0.26% 5.32% 14.17% 9.47% 6.29%
Health Care 1.62% 3.73% 1.42% 17.77% 31.57% 15.44% 14.74%
Utilities -0.53% 3.84% 0.53% 6.51% 6.23% 7.35% 6.69%
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 10/29/21 0.06% 0.05% 20.0% 0.08% -25.0% Daily
2 Year Treasury 10/29/21 0.48% 0.30% 60.0% 0.16% 200.0% Daily
10 Year Treasury 10/29/21 1.55% 1.55% 0.0% 0.85% 82.4% Daily
30 Year Mortgage 10/21/21 3.09% 2.86% 8.0% 2.81% 10.0% Weekly
US Corporate AAA 10/31/21 1.97% 1.94% 1.5% 1.71% 15.2% Daily
US Corporate BBB 10/31/21 2.47% 2.38% 3.8% 2.45% 0.8% Daily
US Corporate CCC 10/31/21 7.61% 7.48% 1.7% 11.71% -35.0% Daily
Effective Federal Funds 10/31/21 0.07% 0.06% 16.7% 0.09% -22.2% Daily
U.S. Economy
Consumer Sentiment 10/31/21 71.70 72.80 -1.5% 81.80 -12.3% Monthly
Unemployment Rate 9/30/21 4.80% 5.40% -11.1% 7.80% -38.5% Monthly
Inflation Rate 9/30/21 5.39% 5.37% 0.5% 1.37% 293.1% Monthly
Manufacturing PMI 10/31/21 60.80 61.10 -0.5% 59.30 2.5% Monthly
Non Manufacturing PMI 10/31/21 66.70 61.90 7.8% 56.60 17.8% Monthly
Retail Sales 9/30/21 553,027 543,191 1.8% 492,942 12.2% Monthly
Building Permits 9/30/21 1,589 1,630 -2.5% 1,589 0.0% Monthly

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