Lead by example with the Active Index Model (AIM) Portfolios.

The Active Index Model (AIM) Portfolios are designed to illustrate the many ways investors can use ETFs to build diversified portfolios.


Available exclusively to ETF Action Professional and Enterprise subscribers, our AIM Portfolios use a fully transparent, disciplined investment process, with updated positions and performance published weekly.


Each AIM Portfolio is built, managed, and maintained by the ETF Action Investment Committee.


DISCIPLINED.

We believe in leading by example. Our sample AIM Portfolios are built and maintained using a fully transparent, repeatable process.


RATIONAL.

Leveraging our Investment Committee's decades of ETF expertise, each AIM Portfolio tells a clear and rational investment story, step-by-step.


INTEGRATED.

The AIM Portfolios seamlessly link to the ETF Terminal and Model Tracker, streamlining your research and workflows.


ETF Action AIM Portfolios

Portfolio Insights

 U.S. Factor AIM Positioning Guide

6.20.2021

U.S. Factor AIM Portfolio returned -1.72% last week, underperforming the S&P 500 (SPY) by 1.33%

  • Top Performers: QUAL -1.98%
  • Bottom Performers: VLUE -4.81%, ONEV -4.12%
  • Since Inception Performance: +36.61% outperforming the S&P 500 (SPY) by 0.16%

 Global Thematic AIM Positioning Guide

6.20.2021

Global Thematic AIM Portfolio returned -1.40% last week, outperforming the MSCI ACWI (ACWI) by 0.69%

  • Top PerformersWCLD +5.32%, ARKK +2.39%, FINX +2.31%
  • Bottom Performers: REMX -6.59%, BETZ -5.83%
  • Since Inception Performance: +60.78% outpacing MSCI ACWI (ACWI) by 26.63%

 U.S. Sector & Industry AIM Positioning Guide

6.20.2021

U.S. Sector & Industry AIM Portfolio returned -1.07% last week, underperforming the S&P 500 by 0.68%

  • Top Performers: XLK +0.08%
  • Bottom Performers: XME -12.27%, KBE -6.93%, XLB -6.25%
  • Since Inception Performance: 39.13% outperforming the S&P 500 (SPY) by 6.67%

 U.S. Sector & Industry AIM Positioning Guide

6.13.2021

U.S. Sector & Industry AIM Portfolio returned +0.46% last week, outperforming the S&P 500 by 0.06%

  • Top Performers: XBI +7.16%, XLV +2.01%, FDIS +1.40%
  • Bottom Performers: KBE -2.54%, XLF -2.37%, XLB -2.04%
  • Since Inception Performance: 43.24% outperforming the S&P 500 (SPY) by 8.23%

 Global Thematic AIM Positioning Guide

6.13.2021

Global Thematic AIM Portfolio returned +2.55% last week, outperforming the MSCI ACWI (ACWI) by 2.14%

  • Top PerformersSBIO +7.40%, WCLD +6.49%, IDNA +6.32%
  • Bottom Performers: REMX -4.23%, ROBO -0.11%
  • Since Inception Performance: +63.06% outpacing MSCI ACWI (ACWI) by 26.06%

 International Region & Country AIM Positioning Guide

6.13.2021

International Region & Country AIM Portfolio returned -0.15% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.23%

  • Top PerformersEWW +2.61%, EIS +1.29%, BBEU +0.89%
  • Bottom Performers: EWY -1.24%, EEMA -1.04%
  • Since Inception Performance: +42.05% outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.77%

 U.S. Factor AIM Positioning Guide

6.13.2021

U.S. Factor AIM Portfolio returned -0.25% last week, underperforming the S&P 500 (SPY) by 0.65%

  • Top Performers: QMOM +1.44%, QUAL +0.54%
  • Bottom Performers: VLUE -0.72%, MTUM -0.44%, QVAL -0.38%
  • Since Inception Performance: +41.90% outperforming the S&P 500 (SPY) by 2.82%

 Global Thematic Playbook

6.9.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Relatively small flows across thematic segments over past week; $217 million net inflows for Evolving Consumer segment
  • ARK Innovation ETF (ARKK) sees $254 million net outflows, $844 million net out over past month
  • Industrial Revolution segment best performer in May (+1.11%) while FinTech worst (-4.23%)
  • Best performing thematic ETF over past month? Direxion Moonshot Innovators ETF (MOON +14.50%)

 Global Thematic AIM Positioning Guide

6.8.2021

Global Thematic AIM Portfolio returned +0.90% last week, outperforming the MSCI ACWI (ACWI) by 0.07%

  • Top PerformersREMX +5.59%, PBW +3.97%, SRVR +3.15%
  • Bottom Performers: ARKK -2.31%, WCLD -0.54%, SBIO -0.49%
  • Since Inception Performance: +59.01% outpacing MSCI ACWI (ACWI) by 22.57%

 International Region & Country AIM Positioning Guide

6.6.2021

International Region & Country AIM Portfolio returned +1.30% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.14%

  • Top PerformersINDA +2.48%, EWA +2.39%, EWT +2.36%
  • Bottom Performers: EIS -0.18%
  • Since Inception Performance: +42.26% outperforming the MSCI ACWI ex-U.S. (IXUS) by 1.10%

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