SHEET 53 — ETF PILLAR

Watch the money rotate.

Sector rotation, factor exposure and correlation research for the ETF complex — where the market's big allocation decisions show up first, expressed as decision-ready intelligence.

Educational research only. Not financial advice.

SEC. 01WHAT THIS PILLAR DOES

Rotation, measured

Relative strength and trend state across the sector suite, scored consistently, so "energy is leading" is a measurement with a date on it — not a vibe.

Exposure, decomposed

What a fund actually holds: sector weights, top-name concentration and factor tilts from public issuer holdings files — because two ETFs with similar names can be very different risks.

Correlation, before you need it

Rolling correlations across funds and to the index, so diversification claims can be checked against data — especially in the drawdowns where correlations tend to rise.

SEC. 02WHAT DATA POWERS IT

US consolidated equity market data

ETF prices, volume and history via licensed consolidated-tape distributors.

Issuer holdings & exposure files

Publicly published daily holdings and sector weights from fund issuers.

SEC filings (N-PORT, prospectuses)

Public structural and fee data for covered funds.

FRED macro series

Rates and macro context used in the rotation and regime layers.

DATA MAY BE DELAYED. Holdings files are published on issuer schedules (typically T+1); free-tier prices are delayed.

DATA SOURCES

4 SOURCES
Financial Modeling PrepLIVEPublic source
FinnhubLIVEPublic source
TiingoLIVEPublic source
Polygon.ioPLANNEDLicensed source
last updated unknown · data may be delayedDelayed data

SEC. 03ROTATION SNAPSHOT

SAMPLE — ILLUSTRATIVE DATA

ETFSectorTrend stateCorr to SPY
XLEEnergyLEADING+0.31
XLFFinancialsIMPROVING+0.62
XLKTechnologyWEAKENING+0.87
XLUUtilitiesLAGGING-0.12
XLVHealth CareIMPROVING+0.44

Illustrative layout of the Premium rotation matrix. Not live market data and not a recommendation.

SEC. 04KEY TOOLS

Universal Asset Page — SPY

The cross-asset sheet for the S&P 500 ETF: price, vol, correlation and catalyst context.

OPEN →

Market Regime

Which regime the tape is in — the frame that decides which sectors historically lead.

OPEN →

Opportunity Scanner

Cross-asset scored queue where sector ETFs compete with everything else for attention.

OPEN →

Volatility Lab

IV rank and implied move for the liquid ETF complex — SPY, QQQ, IWM and the sector suite.

OPEN →

Decision Engine

Ask a rotation or exposure question and get a probability-framed research answer.

OPEN →

Portfolio Risk

See what your ETF mix actually holds — overlap, concentration and correlation.

OPEN →

SEC. 05WHAT EACH PLAN UNLOCKS

Free
Rotation snapshot, top sectors3 ETF lookups per dayDelayed pricesRegime readout
Premium — GiottoO Perspective · $29/mo
Full rotation matrix, all sectorsExposure decomposition per fundCorrelation matrix across holdingsWatchlist rotation alertsWeekly rotation notes
Pro $79/mo / Enterprise
Historical rotation studiesCustom correlation basketsCSV / JSON exports + APIPriority data refreshEnterprise: custom fund universes

SEC. 06 — GET STARTED

See where the market is rotating today.

The rotation snapshot is free. GiottoO Perspective ($29/mo) opens the full matrix, exposure and correlation tools.

Start freeUpgrade — see pricing

SEC. 07 — RISK DISCLOSURE

ETFs carry market risk, tracking error, and — for leveraged and inverse products — daily-reset decay that can produce losses even when the index view is right. Correlations shift, especially in stress. Read the full risk disclosure before using this pillar.

SOURCE DISCLOSURE: ETF analytics are computed from licensed US consolidated market data, publicly published issuer holdings files, public SEC filings and FRED macro series. Data may be delayed. Rotation and correlation readouts are statistical descriptions of past data, not predictions.

GiottoO provides educational market research, probability analysis, and risk tools based on public, licensed, or user-authorized data. GiottoO is not a broker-dealer, investment adviser, commodity trading adviser, or financial adviser. Nothing on this platform is financial advice or a guarantee of performance. Trading and investing involve risk.