Page 2 - Market Update 4-30-2021.xlsx
P. 2

Sector Snapshot                              4/30/21            S&P 500 Sector Weights*           4/20/21
                                                        1 Year
         Sector                                        Return            Sector                             Weight
         Materials                                     59.73%            Technology                         23.76%
         Financials                                    59.11%            Financials                         14.37%
         Industrials                                   58.85%            Health Care                        12.98%
         Comm. Services                                55.11%            Consumer Cyclical                  12.38%
         Consumer Cyclical                             53.36%            Comm. Services                     10.97%
         Technology                                    52.74%            Industrials                         9.05%
         Energy                                        29.74%            Consumer Defensive                  6.33%
         Real Estate                                   26.90%            Energy                              2.72%
         Health Care                                   21.59%            Utilities                           2.60%
         Consumer Defensive                            19.47%            Real Estate                         2.50%
         Utilities                                     16.61%            Materials                           2.36%
         Sector Summary                                                                                    4/30/21
         Sector                             1 Week    1 Month    3 Month       YTD     1 Year     3 Year     5 Year
         Cyclical
           Consumer Cyclical                 0.56%      7.28%    10.36%     11.21%     53.36%    19.98%     17.79%
           Financials                        2.38%      5.45%    25.16%     22.75%     59.11%     9.75%     13.93%
           Materials                         0.08%      4.81%    17.15%     14.38%    59.73%     13.34%     11.96%
           Real Estate                       1.14%      7.59%    16.63%     17.18%     26.90%    11.93%      6.76%
         Sensitive
           Comm. Services                    2.09%      6.73%    16.59%     15.41%     55.11%          -          -
           Energy                            3.68%     -0.35%    25.30%     29.83%     29.74%   -11.51%      -5.27%
           Industrials                       0.33%      3.21%    20.15%     14.94%     58.85%    12.37%     12.80%
           Technology                        -2.12%     6.79%     8.29%      7.23%     52.74%    28.90%     27.19%
         Defensive
           Consumer Defensive                -0.04%     1.31%     8.38%      2.79%     19.47%    11.37%      5.92%
           Health Care                       -1.90%     4.01%     5.37%      6.72%     21.59%    14.10%     11.84%
           Utilities                         0.20%      4.90%     7.27%      6.25%     16.61%     9.06%      6.66%
         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                 4/30/21     0.01% VALID DATE   #VALUE!VALID DATE    #VALUE!        Daily
           2 Year Treasury                  4/30/21     0.16%VALID DATE    #VALUE!VALID DATE    #VALUE!        Daily
           10 Year Treasury                 4/30/21     1.65% VALID DATE   #VALUE!VALID DATE    #VALUE!        Daily
           30 Year Mortgage                 4/22/21     2.97%VALID DATE    #VALUE!VALID DATE    #VALUE!      Weekly
           US Corporate AAA                 4/30/21     2.04%VALID DATE    #VALUE!VALID DATE    #VALUE!        Daily
           US Corporate BBB                 4/30/21     2.45%VALID DATE    #VALUE!VALID DATE    #VALUE!        Daily
           US Corporate CCC                 4/30/21     7.31%VALID DATE    #VALUE!VALID DATE    #VALUE!        Daily
           Effective Federal Funds          4/29/21     0.06% VALID DATE   #VALUE!VALID DATE    #VALUE!        Daily
         U.S. Economy
           Consumer Sentiment               4/30/21      88.30 VALID DATE  #VALUE!VALID DATE    #VALUE!     Monthly
           Unemployment Rate                3/31/21     6.00% VALID DATE   #VALUE!VALID DATE    #VALUE!     Monthly
           Inflation Rate                   3/31/21     2.62%VALID DATE    #VALUE!VALID DATE    #VALUE!     Monthly
           Manufacturing PMI                4/30/21      60.70VALID DATE   #VALUE!VALID DATE    #VALUE!     Monthly
           Non Manufacturing PMI            3/31/21      63.70 VALID DATE  #VALUE!VALID DATE    #VALUE!     Monthly
           Retail Sales                     3/31/21   556,935VALID DATE    #VALUE!VALID DATE    #VALUE!     Monthly
           Building Permits                 3/31/21     1,766VALID DATE    #VALUE!VALID DATE    #VALUE!     Monthly

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