Page 2 - Market Update 1-31-2021.xlsx

Sector Snapshot 1/31/21 S&P 500 Sector Weights* 1/29/21
1 Year
Sector Return Sector Weight
Technology 33.03% Technology 24.60%
Consumer Cyclical 29.58% Health Care 13.89%
Comm. Services 20.92% Financials 13.18%
Materials 19.28% Consumer Cyclical 12.62%
Health Care 13.01% Comm. Services 10.71%
Industrials 2.50% Industrials 8.46%
Consumer Defensive 1.57% Consumer Defensive 6.66%
Financials -4.01% Utilities 2.76%
Real Estate -6.97% Real Estate 2.46%
Utilities -9.30% Energy 2.41%
Energy -27.58% Materials 2.25%
Sector Summary 1/31/21
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical -4.74% 1.47% 10.88% 0.76% 29.58% 14.28% 17.02%
Financials -4.59% -0.24% 21.77% -1.93% -4.01% -1.22% 10.43%
Materials -5.02% -0.65% 11.87% -2.36% 19.28% 3.75% 12.73%
Real Estate -0.15% 2.11% 7.56% 0.47% -6.97% 5.22% 4.77%
Sensitive
Comm. Services -2.83% -0.81% 11.03% -1.01% 20.92% - -
Energy -6.65% 4.43% 37.52% 3.61% -27.58% -18.86% -6.77%
Industrials -4.19% -3.12% 11.76% -4.34% 2.50% 2.09% 11.28%
Technology -2.95% -0.70% 13.60% -0.97% 33.03% 23.56% 25.69%
Defensive
Consumer Defensive -1.50% -4.54% 2.82% -5.15% 1.57% 3.17% 4.83%
Health Care -2.19% 2.43% 13.14% 1.28% 13.01% 8.25% 11.71%
Utilities -1.15% 1.09% -1.22% -0.96% -9.30% 7.31% 6.51%
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 1/29/21 0.07% 0.08% -12.5% 1.52% -95.4% Daily
2 Year Treasury 1/29/21 0.11% 0.12% -8.3% 1.42% -92.3% Daily
10 Year Treasury 1/29/21 1.11% 0.94% 18.1% 1.60% -30.6% Daily
30 Year Mortgage 1/21/21 2.77% 2.67% 3.7% 3.65% -24.1% Weekly
US Corporate AAA 1/29/21 1.69% 1.57% 7.6% 2.30% -26.5% Daily
US Corporate BBB 1/29/21 2.14% 2.07% 3.4% 2.94% -27.2% Daily
US Corporate CCC 1/29/21 7.89% 8.47% -6.8% 11.82% -33.2% Daily
Effective Federal Funds 1/28/21 0.07% 0.09% -22.2% 1.55% -95.5% Daily
U.S. Economy
Consumer Sentiment 1/31/21 79.00 80.70 -2.1% 99.80 -20.8% Monthly
Unemployment Rate 12/31/20 6.70% 6.70% 0.0% 3.60% 86.1% Monthly
Inflation Rate 12/31/20 1.36% 1.17% 16.0% 2.29% -40.4% Monthly
Manufacturing PMI 1/31/21 58.70 60.50 -3.0% 50.90 15.3% Monthly
Non Manufacturing PMI 12/31/20 57.20 55.90 2.3% 54.90 4.2% Monthly
Retail Sales 12/31/20 489,750 491,081 -0.3% 460,767 6.3% Monthly
Building Permits 12/31/20 1,709 1,635 4.5% 1,457 17.3% Monthly

©2020 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory
authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice or
make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely
to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an
offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report,
please go to: ycharts.com/about/disclosure. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.
WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.