Tech Takes The Lead: Is This Sector Rotation Here To Stay?

Sector leadership is rotating roughly five times faster than historical norms, and technology has just decisively captured flows across all timeframes.

• Sector rotation has sped up drastically: Asbury's average sector-trade duration fell from 28-35 days (8-year average) to just 5-7 days since June 1, per John "Jack" Kosar.
• Tech now leads all timeframes: Asbury's SEIF (sector ETF asset-flow) model shows technology ranked #1 across weekly, monthly, and quarterly windows, with money becoming 'sticky' in tech for the first time in three weeks after months of tech/healthcare whipsawing.

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