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

International Factor AIM Portfolio Positioning Guide

9.28.2020

International Factor AIM Portfolio returned -2.84% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.38%

  • Top Performers: IMTM -1.57%, IDHQ -1.73%, EFAV -1.90%
  • Bottom Performers: TLTE -4.44%, IVLU -3.57%, PIE -3.53%
  • Since Inception Performance: +5.09% underperforming MSCI ACWI ex-U.S. (IXUS) by 0.84%

International Region & Country AIM Positioning Guide

9.28.2020

International Region & Country AIM Portfolio returned -3.24% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.02%

  • Top Performers: EWM -0.34%, IPAC -1.23%, ENZL -1.47% 
  • Bottom Performers: EFNL -5.07%, EWG -5.65%, BBEU -4.49%
  • Since Inception Performance: +6.80% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.43%

U.S. Sector & Industry AIM Positioning Guide

9.28.2020

U.S. Sector & Industry AIM Portfolio returned -1.36% last week, underperforming the S&P 500 by 0.78%

  • Top Performers: XLK +2.17%, XLU +1.21%, FDIS +0.33%
  • Bottom Performers: XME -9.83%, KBE -7.01%, XBI -4.60%
  • Since Inception Performance: 4.03% outperforming the S&P 500 (SPY) by 0.22%

Global Thematic AIM Positioning Guide

9.28.2020

Global Thematic AIM Portfolio returned -0.47% last week, outperforming the MSCI ACWI (ACWI) by 1.17%

  • Top PerformersWCLD +4.62%, IBUY +1.58%, ARKK +0.97%
  • Bottom Performers: REMX -10.91%, SBIO -4.40%, IDNA -3.17%
  • Since Inception Performance: +13.31% outpacing MSCI ACWI (ACWI) by 8.47%

U.S. Factor AIM Positioning Guide

9.28.2020

U.S. Factor AIM Portfolio returned -0.46% last week, outperforming the S&P 500 (SPY) by 0.12%

  • Top Performers: QMOM +2.61%, MTUM +0.86%, QUAL -0.72%
  • Bottom Performers: VLUE -3.12%, QVAL -2.84%, FDLO -0.94% 
  • Since Inception Performance: +7.80% outperforming the S&P 500 (SPY) by 0.86%

U.S. Sector & Industry AIM Positioning Guide

9.20.2020

U.S. Sector & Industry AIM Portfolio returned 0.43% last week, outperforming the S&P 500 by 1.05%

  • Top Performers: XBI +11.30%, XME +6.93%, XAR +4.06%
  • Bottom Performers: XLP -1.48%, KIE -1.45%, FCOM -1.36%
  • Since Inception Performance: 5.47% outperforming the S&P 500 (SPY) by 1.05%

International Factor AIM Portfolio Positioning Guide

9.20.2020

International Factor AIM Portfolio returned 1.37% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 2.15%

  • Top Performers: PIE +2.99%, IMTM +1.62%, TLTE +1.35%
  • Bottom Performers: IVLU -0.35%, IDHQ +0.89%, EEMV +1.07%
  • Since Inception Performance: +8.15% underperforming MSCI ACWI ex-U.S. (IXUS) by 1.30%

International Region & Country AIM Positioning Guide

9.20.2020

International Region & Country AIM Portfolio returned 0.91% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.13%

  • Top PerformersEIS +2.87%, EFNL +2.85%, EWY +2.39%
  • Bottom Performers: ILF -0.89%, EWW -0.63%, EWC -0.61%
  • Since Inception Performance: +10.38% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.47%

U.S. Factor AIM Positioning Guide

9.20.2020

U.S. Factor AIM Portfolio returned 0.86% last week, outperforming the S&P 500 (SPY) by 1.48%

  • Top Performers: QMOM +2.08%, QVAL +1.74%, VLUE +1.10%
  • Bottom Performers: QUAL -0.14%, FDLO +0.39%, MTUM +1.05%
  • Since Inception Performance: +8.30% outperforming the S&P 500 (SPY) by 0.73%

Global Thematic AIM Positioning Guide

9.20.2020

Global Thematic AIM Portfolio returned 4.48% last week, outperforming the MSCI ACWI (ACWI) by 4.35%

  • Top Performers: IDNA +11.57%, SBIO +10.78%, PBW +6.80%
  • Bottom Performers: WCLD +1.28%, IBUY +1.54%, ESPO +1.69%
  • Since Inception Performance: +13.85% outpacing MSCI ACWI (ACWI) by 7.26%

Global Thematic AIM Positioning Guide

9.14.2020

Global Thematic AIM Portfolio returned -1.61% last week, underperforming the MSCI ACWI (ACWI) by 0.07%

  • Top PerformersIDNA +1.36%, PBW +0.13%, ROBO +0.02%
  • Bottom Performers: REMX -3.42%, WCLD -3.30%, IBUY -2.48%
  • Since Inception Performance: +8.97% outpacing MSCI ACWI (ACWI) by 2.51%

U.S. Sector & Industry AIM Positioning Guide

9.14.2020

U.S. Sector & Industry AIM Portfolio returned -2.34% last week, outperforming the S&P 500 by 0.14%

  • Top Performers: XHB +2.30%, XLI -0.30%, XLU -0.74%
  • Bottom Performers: XLK -4.37%, KBE -5.66%, XME -3.50%
  • Since Inception Performance: 5.01% underperforming the S&P 500 (SPY) by 0.06%

International Region & Country AIM Positioning Guide

9.14.2020

International Region & Country AIM Portfolio returned -0.19% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.16%

  • Top Performers: EWG +1.54%, INDA +1.38%, EWY +1.19%
  • Bottom Performers: EIS -4.10%, ILF -2.40%, EWM -1.92%
  • Since Inception Performance: +9.38% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.33%

U.S. Factor AIM Positioning Guide

9.14.2020

U.S. Factor AIM Portfolio returned -2.22% last week, outperforming the S&P 500 (SPY) by 0.26%

  • Top Performers: QVAL -1.52%, VLUE -1.77%, FDLO -1.41%
  • Bottom Performers: QMOM -5.49%, MTUM -3.36%, QUAL -2.38%
  • Since Inception Performance: +7.37% underperforming the S&P 500 (SPY) by 0.87%

International Factor AIM Portfolio Positioning Guide

9.14.2020

International Factor AIM Portfolio returned -0.26% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.23%

  • Top Performers: IDHQ +1.06%, IMTM +0.78%, EFAV +0.65%
  • Bottom Performers: PIE -2.70%, TLTE -0.78%, EEMV -0.49%
  • Since Inception Performance: +6.69% underperforming MSCI ACWI ex-U.S. (IXUS) by 1.92%

International Factor AIM Portfolio Positioning Guide

9.7.2020

International Factor AIM Portfolio returned -2.14% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.39%

  • Top Performers: IVLU -0.54%, IDHQ -1.46%, EFAV -1.69%
  • Bottom Performers: PIE -3.50%, IMTM -2.34%, EEMV -1.96%
  • Since Inception Performance: +6.96% underperforming MSCI ACWI ex-U.S. (IXUS) by 1.68%

U.S. Factor AIM Positioning Guide

9.7.2020

U.S. Factor AIM Portfolio returned -2.67% last week, underperforming the S&P 500 (SPY) by 0.39%

  • Top Performers: QVAL -0.27%, VLUE -1.08%, FDLO -2.19%
  • Bottom Performers: QMOM -5.49%, MTUM -3.23%, QUAL -2.49%
  • Since Inception Performance: +9.81% underperforming the S&P 500 (SPY) by 1.18%

Global Thematic AIM Positioning Guide

9.7.2020

Global Thematic AIM Portfolio returned -5.00% last week, underperforming the MSCI ACWI (ACWI) by 2.83%

  • Top Performers: REMX -1.47%, ESPO -2.15%, ROBO -2.17%
  • Bottom Performers: WCLD -7.07%, PBW -5.97%, IBUY -5.94%
  • Since Inception Performance: +10.75% outpacing MSCI ACWI (ACWI) by 2.63%

International Region & Country AIM Positioning Guide

9.7.2020

International Region & Country AIM Portfolio returned -1.88% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.13%

  • Top Performers: VNM +1.83%, ILF -0.13%, IPAC -0.53%
  • Bottom Performers: EIS -6.64%, INDA -3.30%, EWW -2.95%
  • Since Inception Performance: +9.58% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.49%

U.S. Sector & Industry AIM Positioning Guide

9.7.2020

U.S. Sector & Industry AIM Portfolio returned -2.36% last week, underperforming the S&P 500 by 0.08%

  • Top Performers: KBE +1.33%, XLU +0.51%, KIE +0.24%
  • Bottom Performers: XSW -5.23%, XLK -4.09%, XHB -3.97%
  • Since Inception Performance: 7.53% underperforming the S&P 500 (SPY) by 0.22%

U.S. Factor AIM Positioning Guide

8.31.2020

U.S. Factor AIM Portfolio returned 2.47% last week, underperforming the S&P 500 (SPY) by 0.80%

  • Top Performers: QUAL +3.47%, FDLO +2.65%, VLUE +2.48%
  • Bottom Performers: QMOM +0.85%, QVAL +1.91%, MTUM +2.47%
  • Since Inception Performance: +12.82% underperforming the S&P 500 (SPY) by 0.77%

 

International Region & Country AIM Positioning Guide

8.31.2020

International Region & Country AIM Portfolio returned 2.28% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.10%

  • Top Performers: INDA +4.47%, VNM +4.32%, ENZL +3.96%
  • Bottom Performers: EWM -2.16%, EWW +0.65%, EDEN +0.93%
  • Since Inception Performance: +11.68% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.65%

 

International Factor AIM Portfolio Positioning Guide

8.31.2020

International Factor AIM Portfolio returned 1.57% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.61%

  • Top Performers: PIE +2.51%, TLTE +2.40%, IVLU +1.91%
  • Bottom Performers: EFAV +0.64%, IMTM +0.74%, IDHQ +0.79%
  • Since Inception Performance: +9.30% underperforming MSCI ACWI ex-U.S. (IXUS) by 1.28%

 

U.S. Sector & Industry AIM Positioning Guide

8.31.2020

U.S. Sector & Industry AIM Portfolio returned 2.94% last week, underperforming the S&P 500 by 0.33%

  • Top Performers: XLK +4.43%, FCOM +4.51%, XLF +4.32%
  • Bottom Performers: XBI -2.40%, XLU -0.59%, XHB -0.52%
  • Since Inception Performance: 10.13% underperforming the S&P 500 (SPY) by 0.14%
  •  

Global Thematic AIM Positioning Guide

8.31.2020

Global Thematic AIM Portfolio returned 2.71% last week, underperforming the MSCI ACWI (ACWI) by 0.06%

  • Top Performers: WCLD +6.57%, PBW +6.23%, FINX +4.70%
  • Bottom Performers: SBIO -2.54%, IDNA -1.15%, IBUY +0.37%
  • Since Inception Performance: +16.58% outpacing MSCI ACWI (ACWI) by 6.05%

 

International Factor AIM Portfolio Positioning Guide

8.24.2020

International Region & Country AIM Portfolio returned -0.01% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.36%

  • Top Performers: IMTM +0.62%, IDHQ +0.50%, EFAV +0.10%
  • Bottom Performers: IVLU -1.19%, TLTE -0.74%, PIE -0.17%
  • Since Inception Performance: +7.61% underperforming MSCI ACWI ex-U.S. (IXUS) by 0.61%

 

U.S. Sector & Industry AIM Positioning Guide

8.24.2020

U.S. Sector & Industry AIM Portfolio returned 0.35% last week, underperforming the S&P 500 by 0.43%

  • Top Performers: XLK +3.57%, FDIS +3.52%, XHB +2.48%
  • Bottom Performers: KBE -6.46%, XAR -4.23%, KIE -3.61%
  • Since Inception Performance: 6.98% outpacing S&P 500 (SPY) by 0.20%

 

U.S. Factor AIM Positioning Guide

8.24.2020

U.S. Factor AIM Portfolio returned 0.89% last week, outperforming the S&P 500 (SPY) by 0.11%

  • Top Performers: MTUM +3.68%, QMOM +2.64%, QUAL +0.58%
  • Bottom Performers: QVAL -2.28%, VLUE -1.73%, FDLO +0.43%
  • Since Inception Performance: +10.10% outperforming the S&P 500 (SPY) by 0.11%

 

Global Thematic AIM Positioning Guide

8.24.2020

Global Thematic AIM Portfolio returned 2.71% last week, outperforming the MSCI ACWI (ACWI) by 2.16%

  • Top PerformersARKK +6.03%, WCLD +5.06%, ESPO +4.01%
  • Bottom Performers: REMX -1.36%, ROBO -1.32%, GRID -0.70%
  • Since Inception Performance: +13.50% outpacing MSCI ACWI (ACWI) by 5.95%

 

International Region & Country AIM Positioning Guide

8.24.2020

International Region & Country AIM Portfolio returned -0.44% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.07%

  • Top Performers: ENZL +3.43%, EWC +0.57%, INDA +0.49%
  • Bottom Performers: EWY -4.75%, VNM -3.88%, EWW -2.05%
  • Since Inception Performance: +9.20% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.53%

 

International Region & Country AIM Positioning Guide

8.17.2020

International Region & Country AIM Portfolio returned 1.22% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.19%

  • Top Performers: EWW +4.21%, EWY +3.15%, IPAC +2.57%
  • Bottom Performers: ENZL -3.32%, EWM -0.40%, EWT -0.18%
  • Since Inception Performance: +9.68% outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.61%

 

International Factor AIM Portfolio Positioning Guide

8.17.2020

International Region & Country AIM Portfolio returned 1.09% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.32%

  • Top Performers: IVLU +2.39%, EFAV +1.84%, IDHQ +1.52%
  • Bottom Performers: PIE -0.27%, IMTM +0.42%, EEMV +1.42%
  • Since Inception Performance: +7.62% underperforming MSCI ACWI ex-U.S. (IXUS) by 1.00%

 

Global Thematic AIM Positioning Guide

8.17.2020

Global Thematic AIM Portfolio returned -0.20% last week,underperforming the MSCI ACWI (ACWI) by 1.23%

  • Top PerformersARKK +2.70%, GRID +2.60%, PBW +1.86%
  • Bottom Performers: REMX -3.81%, IBUY -2.83%, IDNA -1.72%
  • Since Inception Performance: +10.51% outpacing MSCI ACWI (ACWI) by 3.55%

U.S. Factor AIM Positioning Guide

8.16.2020

U.S. Factor AIM Portfolio returned 0.60% last week, underperforming the S&P 500 (SPY) by 0.08%

  • Top Performers: QVAL +2.01%, VLUE +1.76%, QUAL +0.70%
  • Bottom Performers: QMOM -1.11%, MTUM +0.29%, FDLO +0.66%
  • Since Inception Performance: +9.13% underperforming the S&P 500 (SPY) by 0.01%

 

U.S. Sector & Industry AIM Positioning Guide

8.16.2020

U.S. Sector & Industry AIM Portfolio returned 0.65% last week, underperforming the S&P 500 by 0.03%

  • Top Performers: XLI +3.19%, XAR +2.93%, XHB +2.74%
  • Bottom Performers: XBI -3.27%, XLU -1.81%, XSD -0.92%
  • Since Inception Performance: 6.61% outpacing S&P 500 (SPY) by 0.66%

 

International Region & Country AIM Positioning Guide

8.9.2020

International Region & Country AIM Portfolio returned 2.30% last week, underpacing the MSCI ACWI ex-U.S. (IXUS) by 0.01%

  • Top Performers: VNM +6.79%, EWY +5.96%, SCZ +3.63%
  • Bottom Performers: ILF -2.27%, ENZL 0.00%, EWM +0.37%
  • Since Inception Performance: +8.36% outpacing MSCI ACWI ex-U.S. (IXUS) by 0.80%

U.S. Sector & Industry AIM Positioning Guide

8.9.2020

U.S. Sector & Industry AIM Portfolio returned 2.95% last week, outpacing the S&P 500 by 0.48%

  • Top Performers: XME +6.46%, XAR +6.10%, KBE +4.89%
  • Bottom Performers: XLV +0.83%, XLU +1.08%, XLP +1.29%
  • Since Inception Performance: 5.92% outpacing S&P 500 (SPY) by 0.69%

U.S. Factor AIM Positioning Guide

8.9.2020

U.S. Factor AIM Portfolio returned 2.08% last week, underperforming the S&P 500 (SPY) by 0.39%

  • Top Performers: QVAL +3.79%, QUAL +2.58%, VLUE +2.29%
  • Bottom Performers: QMOM +0.77%, MTUM +1.32%, VLUE +2.29%
  • Since Inception Performance: +8.50% outpacing S&P 500 (SPY) by 0.10%

Global Thematic AIM Positioning Guide

8.9.2020

Global Thematic AIM Portfolio returned 4.35% last week, outperforming the MSCI ACWI (ACWI) by 2.17%

  • Top PerformersPBW +12.06%, IBUY +9.04%, REMX +8.71%
  • Bottom Performers: WCLD -4.04%, ARKK +2.66%, ROBO +3.06%
  • Since Inception Performance: +10.73% outpacing MSCI ACWI (ACWI) by 4.86%

International Factor AIM Portfolio Positioning Guide

8.9.2020

International Region & Country AIM Portfolio returned 1.66% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.65%

  • Top Performers: IVLU +3.30%, IDHQ +2.06%, PIE +1.79%
  • Bottom Performers: EEMV +0.95%, TLTE +1.39%, EFAV +1.41%
  • Since Inception Performance: +6.46% underperforming MSCI ACWI ex-U.S. (IXUS) by 0.65%

U.S. Sector & Industry AIM Positioning Guide

8.2.2020

U.S. Sector & Industry AIM Portfolio returned 1.58% last week, underpacing the S&P 500 by 0.18%

  • Top Performers: XLK +4.97%, XSW +4.19%, XSD +382%
  • Bottom Performers: XBI -2.58%, XAR -2.26%, KBE -1.71%
  • Since Inception Performance: 2.89% outpacing S&P 500 (SPY) by 0.19%

 

International Factor AIM Positioning Guide

8.2.2020

International Region & Country AIM Portfolio returned -0.33% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.58%

  • Top Performers: PIE +0.75%, EEMV +0.53%, IMTM 0.00%
  • Bottom Performers: IVLU -3.73%, EFAV -1.20%, IDHQ -0.26%
  • Since Inception Performance: +4.73% outperforming MSCI ACWI ex-U.S. (IXUS) by 0.03%

 

Global Thematic AIM Positioning Guide

8.2.2020

Global Thematic AIM Portfolio returned 2.36% last week, underperforming the MSCI ACWI (ACWI) by 0.97%

  • Top Performers: IBUY +10.71%, WCLD +7.20%, ESPO +3.74%
  • Bottom Performers: PBW -2.47%, SBIO -2.56%, IDNA -2.00%
  • Since Inception Performance: +6.11% outpacing MSCI ACWI (ACWI) by 2.49%

 

International Region & Country AIM Positioning Guide

8.2.2020

International Region & Country AIM Portfolio returned -0.42% last week, outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.49%

  • Top Performers: EWY +2.29%, EIS +1.88%, EWT +1.59%
  • Bottom Performers: EWG -2.75%, IPAC -2.21%, BBEU -1.72%
  • Since Inception Performance: +5.92% outpacing MSCI ACWI ex-U.S. (IXUS) by 0.79%

 

U.S. Factor AIM Positioning Guide

8.2.2020

U.S. Factor AIM Portfolio returned 1.71% last week, underperforming the S&P 500 (SPY) by 0.05%

  • Top Performers: QMOM +5.56%, MTUM +2.31%, FDLO +1.48%
  • Bottom Performers: QVAL -0.48%, VLUE -0.45%, QUAL +1.27%
  • Since Inception Performance: +6.29% outpacing S&P 500 (SPY) by 0.50%

 

U.S. Sector & Industry Model Update and Re-balance

7.27.2020

  • Trimming Tech
  • Metals & Mining are in
  • Other ETF positions re-balanced back to target weights

U.S. Factor AIM Positioning Guide

7.26.2020

U.S. Factor AIM Portfolio returned -069% last week, underperforming the S&P 500 (SPY) by 0.43%

  • Top Performers: QVAL -0.03%, FDLO -0.18%, QMOM -0.19%
  • Bottom Performers: VLUE -1.57%, MTUM -1.35%, QUAL -0.47%
  • Since Inception Performance: +4.50% outpacing S&P 500 (SPY) by 0.53%

 

International Factor AIM Positioning Guide

7.26.2020

International Region & Country AIM Portfolio returned -0.02% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.14%

  • Top Performers: PIE +0.86%, TLTE +0.66%, IMTM -0.03%
  • Bottom Performers: IVLU -1.49%, IDHQ -0.94%, EFAV -0.44%
  • Since Inception Performance: +5.07% underperforming MSCI ACWI ex-U.S. (IXUS) by 0.59%

 

U.S. Sector & Industry AIM Positioning Guide

7.26.2020

U.S. Sector & Industry AIM Portfolio returned -0.25% last week, outpacing the S&P 500 by 0.01%

  • Top Performers: KBE +4.50%, XHB +3.04%, XLF +1.34%
  • Bottom Performers: XBI -5.48%, XLK -1.53%, FCOM -1.10%
  • Since Inception Performance: 1.28% outpacing S&P 500 (SPY) by 0.35%

 

International Region & Country AIM Positioning Guide

7.26.2020

International Region & Country AIM Portfolio returned 0.35% last week, outpacing the MSCI ACWI ex-U.S. (IXUS) by 0.23%

  • Top Performers: EWW +4.13%, ILF +3.42%, EFNL +3.80%
  • Bottom Performers: VNM -2.90%, EWY -0.89%, IPAC -0.32%
  • Since Inception Performance: +6.37% outpacing MSCI ACWI ex-U.S. (IXUS) by 0.28%

 

Global Thematic AIM Positioning Guide

7.26.2020

Global Thematic AIM Portfolio returned -1.10% last week, underperforming the MSCI ACWI (ACWI) by 0.97%

  • Top Performers: IREMX +3.87%, ESPO +2.09%, FINX +0.67%
  • Bottom Performers: IDNA -6.62%, SBIO -5.54%, ARKK -2.28%
  • Since Inception Performance: +3.67% outpacing MSCI ACWI (ACWI) by 0.74%

 

International Region & Country AIM Positioning Guide

7.20.2020

International Region & Country AIM Portfolio returned 1.20% last week, in line with the MSCI ACWI ex-U.S. (IXUS)

  • Top Performers: EFNL +4.05%, EDEN +3.70%, EWG +2.78%
  • Bottom Performers: EEMA -1.19%, EWW -0.32%, EWM +0.22%
  • No Position Changes

 

Latin America Playbook

7.20.2020

An overview of the Latin America  ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • $28 million in net outflows for Brazil ETFs, Mexico sees $19 million in (and $193MM over last three months) (page 2)
  • Region rises 0.75% (ILF), Brazil leads (EWZ +1.79%) (page 3)
  • Region trading at largest valuation discounts vs historical averages but 2020E earnings still trending lowe (page 5)

Asia-Pacific Playbook

7.20.2020

An overview of the Asia-Pacific  ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • $457 million in net inflows to China ETFs but still down $1.4 billion oer last 3 months (page 2)
  • Emerging Asia-Pacific (EEMA -1.19%) falls with 4.33% decline in China, Developed Asia-Pacific gains (IPAC +0.56%) during the week (page 3)
  • India (INDA) and Taiwan (EWT) approaching overbought territory (page 11)

U.S. Sector & Industry AIM Positioning Guide

7.20.2020

U.S. Sector & Industry AIM Portfolio returned 1.58% last week, outpacing the S&P 500 by 0.28%

  • Top Performers: XHB +5.92%, XLI +5.87%, KIE +5.54%
  • Bottom Performers: XSW -1.64%FDIS -1.23%XLK -1.16%
  • No Position Changes

 

International Factor AIM Positioning Guide

7.20.2020

International Region & Country AIM Portfolio returned 0.55% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.65%

  • Top Performers: IVLU +2.08%, IDHQ +1.33%, EFAV +1.30%
  • Bottom Performers: TLTE -0.94%, PIE -0.72%, EEMV -0.42%
  • No Position Changes

 

Global Thematic AIM Positioning Guide

7.20.2020

Global Thematic AIM Portfolio returned -0.31% last week, underperforming the MSCI ACWI (ACWI) by 1.40%

  • Top Performers: IDNA +4.48%, PBW +4.23%, GRID +4.06%
  • Bottom Performers: WCLD -6.48%, ESPO -4.57%, IBUY -1.89%
  • No Position Changes

 

U.S. Factor AIM Positioning Guide

7.20.2020

U.S. Factor AIM Portfolio returned 1.93% last week, outpacing the S&P 500 by 0.63%

  • Top Performers: QVAL +5.44%, VLUE +3.54%, FDLO +2.35%
  • Bottom Performers: MTUM -0.43%, QMOM +1.18%, QUAL +1.84%
  • No Position Changes

 

International Factor AIM Positioning Guide

7.13.2020

U.S. Factor AIM Positioning Guide

7.13.2020

International Region & Country AIM Positioning Guide

7.13.2020

Global Thematic AIM Positioning Guide

7.13.2020

U.S. Sector & Industry AIM Positioning Guide

7.13.2020

Thematic Evolving Consumer: Overweight

7.7.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

Thematic Sustainability: Neutral

7.7.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Neutral

Thematic Technology: Overweight

7.7.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Neutral

Thematic Industrial Revolution: Underweight

7.7.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Undervalued
  • Momentum: Negative

 

Thematic Health Innovation: Neutral

7.7.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Overvalued
  • Momentum: Neutral

Global Thematic AIM Positioning Guide

7.7.2020

International Factor AIM Positioning Guide

7.6.2020

U.S. Factor AIM Positioning Guide

7.6.2020

U.S. Sector & Industry AIM Positioning Guide

7.6.2020

International Region & Country AIM Positioning Guide

7.6.2020

International Value Factor: Neutral

6.29.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Bullish
  • Momentum: Bearish

International Quality Factor: Neutral

6.29.2020

  • Macroeconomic: Neutral
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

 

International Low Volatility Factor: Neutral

6.29.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Negative

 

International Momentum Factor: Overweight

6.29.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

 

U.S. Quality Factor: Overweight

6.21.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

International Region & Country Positioning Guide: 6.19.20

6.22.2020

U.S. Sector & Industry Positioning Guide: 6.12.20

6.22.2020

U.S. Value Factor: Neutral

6.21.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Bullish
  • Momentum: Neutral

U.S. Momentum Factor: Overweight

6.21.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

U.S. Factor Positioning Guide: 6.22.20

6.22.2020

U.S. Low Volatility Factor: Underweight

6.21.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Bearish

Emerging Asia-Pacific: Bullish

6.15.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

U.S. Sector & Industry Positioning Guide: 6.12.20

6.15.2020

Developed Asia-Pacific: Neutral

6.15.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Positive

Europe: Underweight

6.15.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Neutral

Latin America: Neutral

6.15.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Undervalued
  • Momentum: Neutral

International Region & Country Positioning Guide: 6.15.20

6.15.2020

Technology Sector: Overweight

6.4.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

Real Estate Sector: Neutral

6.4.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Negative

Financial Sector: Neutral

6.3.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Undervalued
  • Momentum: Negative

Utilities Sector: Neutral

6.4.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Overvalued
  • Momentum: Negative

Health Care Sector: Overweight

6.3.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

Energy Sector: Underweight

6.3.2020

  • Macroeconomic: Bearish
  • Fundamental: Bearish
  • Relative Valuation: Undervalued
  • Momentum: Neutral

Materials Sector: Underweight

6.4.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Overvalued
  • Momentum: Neutral

Consumer Discretionary Sector: Neutral

6.4.2020

  • Macroeconomic: Neutral
  • Fundamental: Neutral
  • Relative Valuation: Overvalued
  • Momentum: Positive

Communication Services Sector: Overweight

6.4.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Positive

Industrials Sector: Neutral

6.3.2020

  • Macroeconomic: Neutral
  • Fundamental: Bearish
  • Relative Valuation: Neutral
  • Momentum: Neutral

Consumer Staples Sector: Neutral

6.3.2020

  • Macroeconomic: Neutral
  • Fundamental: Bullish
  • Relative Valuation: Neutral
  • Momentum: Neutral

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