二季度基金重仓股7月以来下跌3.09%（Fund awkwardness in the two quarter fell 3.09% since July）.docVIP

二季度基金重仓股7月以来下跌3.09%（Fund awkwardness in the two quarter fell 3.09% since July） Fund two quarterly disclosure has been fully completed, with the number of positions for more than 5 million shares of the fund awkwardness as selection criteria for statistics, the two quarter of the fund awkwardness since July fell by an average of 3.09%, failed to significantly outperform. Re allocated real estate consumption A quarter of the funds holdings of 5 million shares in the number above the awkwardness of a total of up to 953, the two quarter has fallen to 467, reduce the rate of up to 51%, and all the plates have suffered a decrease in the number of awkwardness of fate, shows a cautious attitude in the weak market fund. Compared to the industry distribution of awkwardness in the first quarter, the investment style of the fund has changed a certain amount, and the proportion of consumer share has risen. From the distribution of awkwardness industry, a quarter of the fund awkwardness, the number of consumer shares and cyclical stocks close to 1:3; in the two quarter, this proportion has improved, close to 2:5. The number of shares from ordering, a quarter of the top five followed by the financial, real estate, delivery equipment, building materials and machinery and other cyclical sectors; the two quarter, the financial and real estate still sit tight before the chair, and the pharmaceutical biotechnology sector will be smooth delivery of equipment out of the top five seats to sit on the chair fourth in between, building materials and machinery and equipment. Other consumer sectors, such as food and beverage, agriculture and catering and tourism, ranking has slightly improved. Lighten up, the two quarter awkwardness, the fund relative to the previous period Jiancang financial services, delivery of equipment, ferrous metals and transportation of 4 cycles and 1 plates, the consumer sector, pharmaceutical biotechnology. Among them, the number of lighten up ahead of the financial