Sector Strategy – Fundstrat

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Latest Sector Allocation Summary

Sector ETFs ( 85% )

SECTORS	ETF	S&P Weight	FSI Weight	Delta
Information Technology	XLK	29.20%	31.50%	2.3%	OW	OW
Consumer Discretionary	XLY	9.20%	9.50%	0.3%	OW	OW
Utilities	XLU	2.30%	3.70%	1.4%	OW	OW
Energy	XLE	0.85%	2.40%	1.6%	OW	UW
Communication Services	XLC	8.70%	9.00%	0.3%	OW	OW
Industrials	XLI	6.90%	8.90%	2.0%	OW	OW
Health Care	XLV	9.16%	7.80%	-1.4%	UW	N
Consumer Staples	XLP	0.71%	0.70%	0.0%	UW	UW
Financials	XLF	15.50%	11.50%	-4.0%	UW	OW
Real Estate	XLRE	1.91%	0.00%	-1.9%	UW	N
Materials	XLB	1.50%	0.00%	-1.5%	UW	N
Total		86%	85%

Note: S&P Index Weight as of October 6th, 2025

OW

Overweight

N

Neutral

UW

Underweight

Individual ETFs ( 15% )

Name	ETF	Last Price	Daily %	Performance vs S&P since added	Date Added
iShares Blockchain and Tech ETF	IBLC	$63.41	3.39%	49.16%	2025-08-06
Global X Lithium & Battery Tech ETF	LIT	$57.65	1.43%	8.91%	2025-09-08
Invesco WilderHill Clean Energy	PBW	$34.05	3.65%	28.61%	2025-09-08
ARK Autonomous Technology & Robotics ETF	ARKQ	$119.01	2.38%	-2.09%	2025-10-06
Global X Funds Global X Robotics & Artificial Intelligence ETF	BOTZ	$37.06	2.80%	-0.51%	2025-10-06

Prices as of 2025-10-20 16:20:39 ET

Sector Changes

ETF	Ticker
XLK XLK	XLK	OW OW	OW
XLY XLY	XLY	OW OW	OW
XLU XLU	XLU	N OW	OW
XLE XLE	XLE	N OW	UW
XLC XLC	XLC	OW OW	OW
XLI XLI	XLI	OW OW	OW
XLV XLV	XLV	N UW	N
XLP XLP	XLP	UW UW	N UW
XLF XLF	XLF	OW UW	OW
XLRE XLRE	XLRE	OW UW	N
XLB XLB	XLB	N UW	N

Note: S&P Index Weight as of October 6th, 2025

OW

Overweight

N

Neutral

UW

Underweight