ETF Action

Active Index Model (AIM) Portfolios

Key Benefits

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Fully documented, transparent, and repeatable process for utilizing ETFs across targeted segments of the market.
Full access to ETF Action's portfolio ratings framework, including supporting documentation for macro view, fundamental ratings, relative valuation and momentum scores.

Supporting documentation includes positioning guide, scorecards, and portfolio insights.
All model portfolios are seamlessly linked to our ETF Terminal and Model Tracking tools, streamlining model maintenance and content workflows as well as easily enabling further research.


Model Insights

 Global Thematic AIM Positioning Guide

11.29.2020

Global Thematic AIM Portfolio returned +5.88% last week, outperforming the MSCI ACWI (ACWI) by 3.49%

  • Top Performers: PBW +12.54%, REMX +7.74%, IBUY +7.27%
  • Bottom Performers: ESPO +2.50%, SBIO +2.64%, FINX +3.83%
  • Since Inception Performance: +41.04% outpacing MSCI ACWI (ACWI) by 23.10%

 International Factor AIM Portfolio Positioning Guide

11.29.2020

International Factor AIM Portfolio returned 1.27% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.72%

  • Top Performers: TLTE +2.55%, IVLU +2.32%, IQLT +1.20%
  • Bottom Performers: PIE +0.19%, EFAV +0.58%, EEMV +0.74%
  • Since Inception Performance: +16.97% underperforming MSCI ACWI ex-U.S. (IXUS) by 3.89%

 U.S. Sector & Industry AIM Positioning Guide

11.29.2020

U.S. Sector & Industry AIM Portfolio returned 2.83% last month, outperforming the S&P 500 by 0.43%

  • Top Performers: XME +6.76%, XAR +5.20%, XLF +4.75%
  • Bottom Performers: XLV +0.59%, XLP +0.63%, XHB +1.35%
  • Since Inception Performance: 19.30% outperforming the S&P 500 (SPY) by 4.45%

 International Region & Country AIM Positioning Guide

11.29.2020

International Region & Country AIM Portfolio returned 2.14% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.15%

  • Top PerformersILF +5.20%, EIS +4.48%, EWY +4.29%
  • Bottom Performers: EDEN +0.39%, EWT +1.05%, EWW +1.12%
  • Since Inception Performance: +22.30% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.94%

 U.S. Factor AIM Positioning Guide

11.29.2020

U.S. Factor AIM Portfolio returned 2.91% last week, outperforming the S&P 500 (SPY) by 0.56%

  • Top Performers: VLUE +4.04%, QVAL +3.77%, QMOM +3.05%
  • Bottom Performers: FDLO +1.51%, QUAL +2.19%, MTUM +2.83%
  • Since Inception Performance: +21.38% outperforming the S&P 500 (SPY) by 3.07%

 Global Thematic AIM Positioning Guide

11.23.2020

Global Thematic AIM Portfolio returned -0.61% last week, underperforming the MSCI ACWI (ACWI) by 3.08%

  • Top PerformersPBW +11.95%, REMX +7.86%, ARKK +5.53%
  • Bottom Performers: IDNA -0.31%, SBIO +0.71%, FINX +2.18%
  • Since Inception Performance: +33.21% outpacing MSCI ACWI (ACWI) by 18.02%

 International Region & Country AIM Positioning Guide

11.22.2020

International Region & Country AIM Portfolio returned 1.69% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.01%

  • Top Performers: EWW +4.52%, ILF +3.44%, VNM +2.87%
  • Bottom Performers: ENZL -0.62%, EWN +0.21%, INDA +0.39%
  • Since Inception Performance: +19.74% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.75%

 International Factor AIM Portfolio Positioning Guide

11.22.2020

International Factor AIM Portfolio returned 1.56% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.12%

  • Top Performers: PIE +2.56%, IVLU +2.71%, TLTE +2.42%
  • Bottom Performers: EFAV +0.97%, EEMV +1.03%, IMTM +0.54%
  • Since Inception Performance: +15.50% underperforming MSCI ACWI ex-U.S. (IXUS) by 3.00%

 U.S. Sector & Industry AIM Positioning Guide

11.22.2020

U.S. Sector & Industry AIM Portfolio returned 0.33% last month, outperforming the S&P 500 by 1.10%

  • Top Performers: XSD +3.01%, XAR +2.72%, RCD +2.15%
  • Bottom Performers: XLV -2.96%, XLP -1.53%, -0.90%
  • Since Inception Performance: 16.02% outperforming the S&P 500 (SPY) by 3.80%

 U.S. Factor AIM Positioning Guide

11.22.2020

U.S. Factor AIM Portfolio returned 0.32% last week, outperforming the S&P 500 (SPY) by 1.09%

  • Top Performers: QMOM +4.81%, VLUE +0.98%, MTUM +0.04%
  • Bottom Performers: QUAL -0.97%, FDLO -0.87%, QVAL -0.31%
  • Since Inception Performance: +17.95% outperforming the S&P 500 (SPY) by 2.36%

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