ETF Action Research

 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%

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