“Trump Trade” ETF version! 5 ETFs where capital inflows are accelerating

Does the flow of funds to ETFs reflect the “AI boom” + “Trump trade”
Listed in the USFunding flows to sector ETFsInvestors“AI boom” + “Trump trade”It can be seen that they are trying to incorporate it.

Top 5 ETFs with fund inflows over the past monthWhen I checked, the financial stock ETF's $Financial Select Sector SPDR Fund (XLF.US)$, information technology ETF's $Vanguard Information Technology ETF (VGT.US)$, energy ETF's $Energy Select Sector SPDR Fund (XLE.US)$, communication services stocks $The Communication Services Select Sector SPDR® Fund (XLC.US)$, semiconductor stocks $VanEck Semiconductor ETF (SMH.US)$lined up. Of these, VGT, XLC, and SMHThree high-tech stock ETFs can be expected to benefit from the AI boomWhereas XLF and XLEThe two ETFs can be expected to benefit from Trump's electionIt is considered a sector ETF.

Fund flows year to date, past 1 year, and past 3 yearsIf you check them together,The inflow of funds into high-tech stock ETFs continues to be constantIn contrast toFinancial Stock ETFIn the past monthThe inflow of funds is acceleratingThen,Energy Stock ETFIn the past monthFrom outflow of funds to inflow of fundsIt's turning around. It is in the top 10 fund inflowsIndustrial Stock ETFof $Industrial Select Sector SPDR Fund (XLI.US)$The inflow of funds has accelerated since the beginning of the year.Material stocksof $Materials Select Sector SPDR ETF (XLB.US)$There has been an inflow of funds since the beginning of the yearPublic interest stocksof $Utilities Select Sector SPDR Fund (XLU.US)$In the past monthCash inflowsIt turned to.If Mr. Trump is elected, there is a high possibility that expansionary fiscal policies will be adopted, so purchases are being made in these industries。

After the TV debate for the US presidential election on 6/27, and in response to the attempted assassination of Mr. Trump last weekend,Based on the fact that the possibility of Mr. Trump's election has increased, there seems to be a possibility that the inflow of funds into these ETFs will continuethat's it. If investment in US stocks is a portfolio that is too biased towards the AI boom, it may be better to incorporate these Trump trades as well.

5 Trump Trade ETF selections where capital inflows are accelerating
1) $Financial Select Sector SPDR Fund (XLF.US)$
◆We aim for investment results at the same level as those in the financial select sector. The index consists of stocks of financial service-related companies such as investment management, commercial/corporate banking, etc.
◆The top 5 constituent stocks (as of 7/15, same below) $Berkshire Hathaway-B (BRK.B.US)$、 $JPMorgan (JPM.US)$、 $Visa (V.US)$、 $MasterCard (MA.US)$、 $Bank of America (BAC.US)$。

2) $Energy Select Sector SPDR Fund (XLE.US)$
◆We aim for investment results linked to the Energy Select Sector Index. Holds large US energy stocks. It invests in crude oil and natural gas development and production companies, and companies providing drilling and other energy-related services.
◆What are the top 5 constituent stocks $Exxon Mobil (XOM.US)$、 $Chevron (CVX.US)$、 $EOG Resources (EOG.US)$、 $Schlumberger (SLB.US)$、 $ConocoPhillips (COP.US)$。

3) $Industrial Select Sector SPDR Fund (XLI.US)$
◆We aim for investment results linked to the Industrial Select Sector Index. Holds large industrial stocks in the United States. We invest mainly in industrial products including electrical and construction equipment, waste management, and machinery.
◆What are the top 5 constituent stocks $GE Aerospace (GE.US)$、 $Caterpillar (CAT.US)$、 $Uber Technologies (UBER.US)$、 $Union Pacific (UNP.US)$、 $Honeywell (HON.US)$。

4) $Materials Select Sector SPDR ETF (XLB.US)$
◆We aim for investment results linked to the Material Select Sector Index. Includes companies in the following industries: chemicals, construction materials, containers and packaging.
◆What are the top 5 constituent stocks $Linde (LIN.US)$、 $Sherwin-Williams (SHW.US)$、 $Freeport-McMoRan (FCX.US)$、 $Ecolab (ECL.US)$、 $Air Products & Chemicals (APD.US)$。

5) $Utilities Select Sector SPDR Fund (XLU.US)$
◆We aim for investment results linked to the Utility Select Sector Index. Includes brands belonging to each industry of communication services, electricity supply, and natural gas sales.
◆What are the top 5 constituent stocks $NextEra Energy (NEE.US)$、 $Southern (SO.US)$、 $Duke Energy (DUK.US)$、 $Constellation Energy (CEG.US)$、 $Sempra Energy (SRE.US)$。