๐Ÿ‡ฉ๐Ÿ‡ช HM: ๐Ÿ›๏ธ Consumer Discretionary ์„นํ„ฐ์˜ ์ตœ๊ณ ๋ฐฐ๋‹น์ฃผ

๋ฐฐ๋‹น๊ธˆ โ†’ ๐Ÿ›๏ธ Consumer Discretionary ๐Ÿ‡ฉ๐Ÿ‡ช HM

๊ด‘๊ณ ํ•˜๋Š”

์‚ฐ์—…๋ณ„ ๋ฐฐ๋‹น์ฃผ

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 1.47 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
โ›ฑ Leisure Products 6 2.08 %
๐Ÿ“‰ Specialty Retail 35 1.93 %
โš™๏ธ Auto Components 14 0.84 %
๐Ÿ›’ Multiline Retail 7 1.71 %
๐Ÿ— Distributors 1 2.40 %
๐Ÿ“ข Internet & Direct Marketing Retail 2 0.34 %
๐Ÿ‘— Textiles, Apparel & Luxury Goods 12 1.74 %
๐Ÿš Automobiles 7 1.27 %
๐Ÿ›‹ Household Durables 13 2.09 %
๐Ÿจ Hotels, Restaurants & Leisure 32 1.07 %
๐Ÿ’‡๐Ÿปโ€ Diversified Consumer Services 11 0.68 %

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 1.37 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
๐Ÿ— Distributors 1 6.83 %
๐Ÿ›‹ Household Durables 2 0.00 %
โš™๏ธ Auto Components 1 0.00 %
๐Ÿจ Hotels, Restaurants & Leisure 1 0.00 %

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 1.30 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
๐Ÿ— Distributors 4 2.40 %
๐Ÿ“‰ Specialty Retail 18 1.52 %
๐Ÿ“ข Internet & Direct Marketing Retail 5 1.01 %
๐Ÿ›’ Multiline Retail 1 0.00 %
๐Ÿจ Hotels, Restaurants & Leisure 28 0.92 %
โ›ฑ Leisure Products 6 1.17 %
โš™๏ธ Auto Components 6 0.23 %
๐Ÿ›‹ Household Durables 7 2.17 %
๐Ÿ‘— Textiles, Apparel & Luxury Goods 8 2.30 %
๐Ÿ’‡๐Ÿปโ€ Diversified Consumer Services 4 1.04 %

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 0.10 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
๐Ÿจ Hotels, Restaurants & Leisure 25 0.01 %
๐Ÿ‘— Textiles, Apparel & Luxury Goods 6 0.01 %
โ›ฑ Leisure Products 4 0.01 %
๐Ÿš Automobiles 4 1.76 %
๐Ÿ›‹ Household Durables 17 0.03 %
๐Ÿ“ข Internet & Direct Marketing Retail 5 0.01 %
โš™๏ธ Auto Components 2 0.03 %
๐Ÿ— Distributors 4 0.02 %
๐Ÿ’‡๐Ÿปโ€ Diversified Consumer Services 2 0.01 %
๐Ÿ“‰ Specialty Retail 17 0.02 %
๐Ÿ›’ Multiline Retail 3 0.05 %

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : โ€ข

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 2.02 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
๐Ÿจ Hotels, Restaurants & Leisure 94 0.62 %
๐Ÿ›‹ Household Durables 62 3.00 %
๐Ÿ“ข Internet & Direct Marketing Retail 30 1.38 %
๐Ÿš Automobiles 10 2.50 %
๐Ÿ‘— Textiles, Apparel & Luxury Goods 57 1.85 %
โš™๏ธ Auto Components 100 2.85 %
๐Ÿ“‰ Specialty Retail 90 2.30 %
๐Ÿ›’ Multiline Retail 20 1.65 %
๐Ÿ’‡๐Ÿปโ€ Diversified Consumer Services 38 1.78 %
๐Ÿ— Distributors 35 1.90 %
โ›ฑ Leisure Products 24 2.30 %

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : โ€ข

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 0.00 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
๐Ÿš Automobiles 2 0.00 %
๐Ÿ‘— Textiles, Apparel & Luxury Goods 2 0.00 %
๐Ÿ“‰ Specialty Retail 1 0.00 %

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 1.56 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
โš™๏ธ Auto Components 2 0.78 %
๐Ÿ‘— Textiles, Apparel & Luxury Goods 2 1.56 %
๐Ÿš Automobiles 3 2.21 %
๐Ÿ“‰ Specialty Retail 2 2.16 %
๐Ÿ“ข Internet & Direct Marketing Retail 1 0.00 %

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : โ€ข

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : โ€ข

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 2.76 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
๐Ÿš Automobiles 1 2.76 %

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : โ€ข

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 

์„นํ„ฐํ‰๊ท ๋ฐฐ๋‹น๋ฅ : 0.00 %

์ด ๊ทธ๋ฃน ๋‚ด ๊ธฐ์—…์˜ ๋‹จ์ˆœํ‰๊ท ๋ฐฐ๋‹น๋ฅ ๋กœ ์‚ฐ์ถœ๋œ๋‹ค.

์„นํ„ฐ ๊ธฐ์—… ์ˆ˜ ์„นํ„ฐ ๋ฐฐ๋‹น๋ฅ 
๐Ÿ‘— Textiles, Apparel & Luxury Goods 1 0.00 %

Consumer Discretionary์„นํ„ฐ ์ƒ์œ„ 50์œ„ ๋ฐฐ๋‹น์ฃผ

ํ‹ฐ์ปค ๊ธฐ์—…๋ช… ๋ฐฐ๋‹น์‹ ๋ขฐ๋„ ๋ฐฐ๋‹น๋ฅ  ์‹œ๊ฐ€์ด์•ก 5๊ฐœ๋…•ํ‰๊ท ์ˆ˜์ต๋ฅ  ์ฃผ๊ฐ€์ˆ˜์ต๋ฅ 
Genuine Parts GPC Genuine Parts 2.40 % 19 B 3.0 % 23.78
Dick's Sporting Goods DKS Dick's Sporting Goods 5.08 % 11 B 2.2 % 6.79
Gap GPS Gap 2.43 % 7 B 2.8 % 12.40
Whirlpool WHR Whirlpool 2.35 % 14 B 2.9 % 7.35
Best Buy BBY Best Buy 2.06 % 28 B 3.0 % 13.15
Polaris Industries PII Polaris Industries 2.03 % 7 B 2.5 % 12.44
Darden Restaurants DRI Darden Restaurants 2.78 % 18 B 2.6 % 23.66
Garmin GRMN Garmin 1.88 % 27 B 2.9 % 23.17
Home Depot HD Home Depot 1.77 % 430 B 2.3 % 25.80
Target TGT Target 1.22 % 119 B 2.8 % 20.12
Yum! Brands YUM Yum! Brands 1.60 % 36 B 1.8 % 23.28
Lowe's Cos. LOW Lowe's Cos. 1.52 % 170 B 1.8 % 23.44
Magna International MGA Magna International 1.39 % 24 B 2.8 % 14.54
Advance Auto Parts AAP Advance Auto Parts 1.36 % 14 B 0.3 % 24.13
Gentex GNTX Gentex 1.35 % 8 B 1.8 % 20.24
Williams-Sonoma WSM Williams-Sonoma 1.15 % 15 B 2.6 % 15.90
Dillard's DDS Dillard's 4.78 % 7 B 2.8 % 12.33
Honda Motor HMC Honda Motor 4.18 % 49 B 18.7 % 8.89
Restaurant Brands International QSR Restaurant Brands International 3.71 % 18 B 2.5 % 24.03
VF VFC VF 2.57 % 29 B 2.4 % 24.59
McDonald's MCD McDonald's 2.09 % 6 B 2.6 % 25.72
Thor Industries THO Thor Industries 1.47 % 6 B 1.8 % 9.57
Service International SCI Service International 1.32 % 11 B 1.8 % 14.04
Brunswick BC Brunswick 1.25 % 8 B 1.4 % 13.35
PulteGroup PHM PulteGroup 1.11 % 13 B 1.5 % 7.62
Toll Brothers TOL Toll Brothers 1.06 % 8 B 1.1 % 11.83
Tractor Supply TSCO Tractor Supply 0.91 % 26 B 1.4 % 29.25
D.R. Horton DHI D.R. Horton 0.84 % 35 B 1.2 % 9.56
Dollar General DG Dollar General 0.75 % 52 B 1.0 % 20.73
Newell Brands NWL Newell Brands 4.10 % 10 B 3.6 % 15.75
Lithia Motors LAD Lithia Motors 0.42 % 9 B 1.1 % 10.22
Starbucks SBUX Starbucks 1.66 % 129 B 2.0 % 16.31
Tapestry TPR Tapestry 1.10 % 11 B 3.2 % 15.19
Ford Motor F Ford Motor 0.51 % 79 B 4.4 % 26.70
Autoliv ALV Autoliv 1.84 % 8 B 2.0 % 17.56
Kohl's KSS Kohl's 1.74 % 8 B 4.1 % 11.87
Ralph Lauren RL Ralph Lauren 1.65 % 9 B 1.9 % 22.62
Penske Automotive Group PAG Penske Automotive Group 1.59 % 8 B 3.0 % 8.16
Texas Roadhouse TXRH Texas Roadhouse 1.40 % 6 B 1.6 % 28.95
Macy's M Macy's 0.98 % 9 B 5.2 % 18.28
L Brands LB L Brands 0.38 % 21 B 4.6 % 15.49
BorgWarner BWA BorgWarner 1.41 % 11 B 1.6 % 15.10
Gildan Activewear GIL Gildan Activewear 1.38 % 8 B 1.2 % 16.42
Ross Stores ROST Ross Stores 1.04 % 39 B 0.9 % 25.02
Columbia Sportswear COLM Columbia Sportswear 1.04 % 7 B 1.0 % 22.55
Lear LEA Lear 0.96 % 10 B 1.4 % 19.75
General Motors GM General Motors โ€ข 87 B 3.6 % 8.41
Ford Motor 0P4F Ford Motor โ€ข 79 B 0.1 % 29.37
Mattel MAT Mattel โ€ข 8 B 4.6 % 9.25
Boyd Gaming BYD Boyd Gaming โ€ข 7 B 0.8 % 15.98

๋ฐฐ๋‹น๊ธˆ์€ ์ „๊ธฐ์— ํšŒ์‚ฌ๊ฐ€ ๊ฑฐ๋‘ฌ๋“ค์ธ ์ด์ต์˜ ๋ถ€๋ถ„์„ ๋‚˜ํƒ€๋ƒ…๋‹ˆ๋‹ค. ํšŒ์‚ฌ๋Š” ์ด ์ด์ต์„ ์†Œ์œ ์ฃผ์™€ ์ฃผ์ฃผ์—๊ฒŒ ๋ฐฐ๋ถ„ํ•ฉ๋‹ˆ๋‹ค. ๊ธฐ์—…์ด ๋ฐฐ๋‹น๊ธˆ์„ ์ง€๊ธ‰ํ•  ์ˆ˜ ์žˆ์ง€๋งŒ, ๊ทธ๋ ‡๊ฒŒ ํ•ด์•ผ ํ•  ์˜๋ฌด๋Š” ์—†์Šต๋‹ˆ๋‹ค. ๋ฐฐ๋‹น๊ธˆ์„ ๊ณ„์‚ฐํ•˜๊ธฐ ์œ„ํ•ด์„œ๋Š” ํšŒ์‚ฌ ๋ฐฐ๋‹น ์ •์ฑ…์„ ๋˜๋Š” ํ˜‘ํšŒ์˜ ์กฐํ•ญ์„ ์ด์šฉํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ํšŒ์‚ฌ์˜ ๋ฐฐ๋‹น ๊ณ„์‚ฐ ์ •์ฑ…์ด ๋ช…ํ™•ํ•˜๊ณ  ํˆฌ๋ช…ํ• ์ˆ˜๋ก ๋” ๋งŽ์€ ํˆฌ์ž์ž๊ฐ€ ํšŒ์‚ฌ๋ฅผ ๋งˆ์Œ์— ๋“ค์–ด ํ•ฉ๋‹ˆ๋‹ค. ๋ฐฐ๋‹น๊ธˆ์˜ ์ง€๊ธ‰ ์—ฌ๋ถ€์—๋Š” ๋งŽ์€ ์š”์ธ์ด ์˜ํ–ฅ์„ ๋ฏธ์นฉ๋‹ˆ๋‹ค. ์ฃผ๋œ ์š”์ธ์€ ๋Œ€์ฃผ์ฃผ์˜ ์ž๊ธˆ ์กฐ๋‹ฌ ํ•„์š”๋‚˜ ์„ธ๊ธˆ ์ตœ์ ํ™”๋ฅผ ์œ„ํ•ด์„œ์ž…๋‹ˆ๋‹ค. ๋”ฐ๋ผ์„œ, ๊ตญ๊ฐ€๊ฐ€ ์ž๊ธˆ ์กฐ๋‹ฌ์„ ํ–ˆ๊ฑฐ๋‚˜ ๊ตญ๊ฐ€๊ฐ€ ์ง€์›ํ•˜๋Š” ๊ธฐ๊ด€์ด ์ฃผ์ฃผ ์ค‘์— ์žˆ๋‹ค๋ฉด, ์‚ฌ์‹ค์ƒ ๋ฐฐ๋‹น๊ธˆ์˜ ์ •๊ธฐ์ ์ธ ์ง€๊ธ‰์€ ๋ณด์žฅ๋œ ๊ฑฐ๋‚˜ ๋งˆ์ฐฌ๊ฐ€์ง€์ž…๋‹ˆ๋‹ค. ์‚ฌ์—…์ฃผ ์ค‘ ํ•œ ๋ช…์ด ์‹ฌ๊ฐํ•œ ๋ถ€์ฑ„๋ฅผ ์žˆ์„ ๋•Œ์—๋„ ์ด๋ ‡๊ฒŒ ๋˜์ง€๋งŒ, ์ด๋Ÿฐ ์ƒํ™ฉ์€ ๋น„๊ต์  ๋œ ์ผ์–ด๋‚ฉ๋‹ˆ๋‹ค.