A free dashboard tracking how institutional money moves between sectors and asset classes. Helps investors identify where capital is flowing and position ahead of major rotations.
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- Sector Rotation Across 11 S&P Sectors — Real-time tracking of capital flows between Technology, Healthcare, Financials, Energy, Consumer Discretionary, Consumer Staples, Industrials, Materials, Utilities, Real Estate, and Communication Services
- Money Flow Between Asset Classes — Monitors capital movement across equities, fixed income, commodities, crypto, and cash equivalents
- Institutional vs Retail Fund Flows — Distinguishes between institutional (smart money) and retail investor flows to identify divergences
- Relative Strength Rankings by Sector — Ranks all 11 sectors by relative performance to quickly identify leaders and laggards
- Sector Momentum Scores — Quantified momentum readings for each sector based on price action and volume trends
- Asset Class Correlation Matrix — Shows how different asset classes are moving relative to each other, helping identify diversification opportunities
- Historical Rotation Patterns — Visualizes past rotation cycles so you can recognize recurring patterns
- Business Cycle Positioning — Maps current market conditions to the business cycle (expansion, peak, contraction, trough) to identify which sectors historically outperform in each phase
Capital rotation refers to the movement of investment money from one sector, asset class, or market segment to another. Institutional investors frequently rotate capital based on economic conditions, valuations, and growth expectations. Tracking these flows can provide early signals about which areas of the market are gaining or losing favor.
Different sectors tend to outperform during different phases of the business cycle. For example, defensive sectors like Utilities and Consumer Staples often outperform during contractions, while Financials and Industrials tend to lead during early expansions. This dashboard maps current conditions to historical patterns to help identify opportunities.
Institutional flows represent money moved by hedge funds, pension funds, mutual funds, and other large investors. Retail flows represent individual investor activity. When institutional and retail flows diverge — for example, institutions buying while retail sells — it can signal a potential turning point.
Use the dashboard to identify sectors gaining institutional momentum, confirm whether your current allocations align with where capital is flowing, and spot potential rotation opportunities before they become obvious in price action. It works best as one input alongside your own research and strategy.
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Part of the BullRun Forever Toolkit — free calculators and dashboards for smarter financial decisions.
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This dashboard is for educational and informational purposes only. It does not constitute financial or investment advice. Fund flow data may be delayed and historical patterns do not guarantee future results. Always consult with a qualified financial advisor before making investment decisions.
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