Demo data on this page. Real sector rotation needs historical sector-ETF bars and constituent flows. Values below are illustrative — try the live Heatmap for current ETF data. Required upgrade for full depth: Polygon historical aggregates. Configure provider →
📊 Sector Relative Strength vs SPY (1M)
🔄 Sector Rotation Quadrant
LEADING ↗
IMPROVING ↗
WEAKENING ↘
LAGGING ↘
XLK
XLC
XLY
XLF
XLV
XLI
XLE
XLP
XLU
X-axis: RS Ratio · Y-axis: RS Momentum. Leading = strong RS + accelerating. Bias capital toward upper-right quadrant.
XLK · Technology
ETF Last$232.42
1D %+1.84%
1M %+8.42%
YTD %+22.4%
vs SPY (YTD)+12.0%
Top 5 Weight68%
Sector P/E32.4x
5Y Avg P/E26.8x
Premium / Discount+21% premium
Top 12 Constituents — Tech
SymbolWeightLast1D %1M %YTD %RS Rank
MSFT22.4%$425.18+0.93%+6.4%+8.4%78
NVDA14.8%$138.27+3.21%+24.6%+62.4%94
AAPL14.2%$218.94+1.84%+8.4%+8.4%72
AVGO5.8%$1,684+2.18%+12.4%+32.4%85
ORCL2.8%$172.40+0.84%+3.2%+12.4%62
AMD2.4%$162.18+2.34%+18.2%+24.8%91
CRM2.0%$278.40+0.92%+1.4%+4.2%54
ADBE1.8%$508+0.42%-2.4%-12.4%38
QCOM1.8%$184.42+1.84%+5.2%+8.4%68
CSCO1.6%$48.20+1.18%+2.4%+1.8%52
TXN1.4%$198.40+0.62%+2.8%+4.2%58
AMAT1.2%$182.42+2.42%+8.4%+14.8%74
📈 Tech Factor Tilts
Growth
strong
Momentum
strong
Quality
strong
Value
weak
Low Vol
neutral
Yield
weak
Size (large)
strong
🎯 Sector Trade Ideas
Long XLK / Short XLU pair
Risk-on rotation play. Growth-vs-defensive. Beta-adjusted notional.
Long NVDA / Short INTC pair
Intra-sector winner-loser pair. Persistent dispersion.
XLK 235/240 call spread (45 DTE)
Trend continuation via defined-risk vertical. Position size 0.5% NAV.
Sell ADBE Sep 480 puts
Out-of-favor name with quality fundamentals. Wheel candidate.
Communication Services drill-down — load on click.
Consumer Discretionary drill-down — load on click.
Financials drill-down — load on click.
Healthcare drill-down — load on click.
Industrials drill-down — load on click.
Energy drill-down — load on click.
Consumer Staples drill-down — load on click.
Utilities drill-down — load on click.
Materials drill-down — load on click.
REITs drill-down — load on click.