Category: Asset Allocation

Large Cap stock allocations represent the majority of the stock allocation starting at 7.7% climbing to 68.9%, representing a 0.2 point increase from the last report. There is a similar allocation in both Mid and Small Cap areas that range from 0.6% at the Stable level for Mid Cap and 5.3% at the Opportunity level which is a 0.1% decrease. Small Cap experiences the same rate of growth starting at 0.3% climbing to 3.0% when it reaches Opportunity levels a reduction of 0.1 points from the last report.

Information Technology remains the most important sector throughout each of the classifications ranging from 2.0% in the Stable allocation increasing to 18.2% a 0.4% increase over last month in the Opportunity allocation. Increase in allocation have been assigned to Financials, Healthcare, Industrials, Technology, Materials and Utilities. Reductions have been assigned Consumer Discretion, Consumer Staples and Energy.

Large Cap stock allocations represent the majority of the stock allocation starting at 7.6% climbing to 68.7%, a 0.1% increase over last month. There is a similar allocation in both Mid and Small Cap areas that range from 0.6% at the Stable level for Mid Cap and 5.4% at the Opportunity level which is a 0.1% decrease.

Asset allocation for 2nd Quarter from Global to Individual Sector Neutralized allocations.