Consumer Disc. sector $XLY has outperformed $SPY on a YTD basis. Within $XLY $AMZN is by far the highest weighted holding (=26%). At the same time, $AMZN is also the best performing holding within $XLY, showing a YTD TR of 73%, outperforming the $XLY by whooping 62%! https://t.co/hexFU98uJL