ETF Action Research

 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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