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What it looks like:

• Portfolio of low-cost, brand-name sector ETFs that provide the risk and return attributes of the S&P 500.

• Purchase market weights of each of the 11 S&P 500 sector ETFs to represent their exposure in the index.

• Monitor every security in every client account every day, screening for opportunities to capture tax benefits (losses)

• When a target threshold is reached, we “swap” (sell an ETF to capture an available loss and simultaneously re-purchase a similar ETF) at each opportunity.