I picked it as its heavy in info technology, has a good chunk in health care. Those two sectors make sense to me.
So financials, industrials, communication, energy, materials, real estate, utilities
don't make sense to you?
By tilting towards any sector, it implies you believe the market as a whole has priced it incorrectly and you know more than they do. Maybe you do, I have no idea what you know.
What I know is that I don't know. I don't know how to price companies, sectors, markets, and all I know is the bits of information in media and advertising, both of which use half truths to get me to believe something that usually isn't true. By tilting to any specific sector I would be just gambling on a hunch based on nothing that I can verify. My investment philosophy is to have some humility and accept that I do not know more than the market, and then base my strategy around that fundamental fact, which leads me to buying an all-world diversified index proportioned by what the market collectively has set it at, ie by market cap.
If you have specific knowledge that can help you determine prices better than the market collectively, sure go ahead and tilt when you see a market inefficiency. If not, then you're just gambling.