AIMSAcuitas Small Cap Active ETF

Grow my moneyNewRanked #2,043 of 2,960 in this goal

Seeks long-term capital appreciation.

By Acuitas Investments · Launched 2026

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$84M

#3,101 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

4 months

#5,237 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,322+13.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 12.1% of fund✓ well diversified

First American Government Obligs XFGXXX

2.0%

PDF Solutions IncPDFS

1.4%

Covenant Logistics Group Inc Class ACVLG

1.3%

Triumph Financial IncTFIN

1.3%

Preformed Line Products CoPLPC

1.1%

Ligand Pharmaceuticals IncLGND

1.1%

Adeia IncADEA

1.0%

Metropolitan Bank Holding CorpMCB

1.0%

TeraWulf IncWULF

1.0%

LeMaitre Vascular IncLMAT

1.0%

Asset allocation

Stocks

98.0%

Cash

2.0%

By sector

Technology

20.3%

Industrials

18.6%

Financial Services

16.4%

Healthcare

14.3%

Consumer Cyclical

8.1%

Energy

5.4%

Consumer Defensive

5.2%

Basic Materials

5.0%

Other

6.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-8.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in small-capitalization companies, defined as those with a market cap equal to or smaller than the largest company in the Russell 2000 Index. Uses a multi-manager process to allocate assets among selected Model Portfolio Providers, who create model portfolios tracking the Fund's strategies. The Adviser selects providers based on research to achieve outperformance, diversifying across value, growth, or core small cap investments. Engages in active trading with a portfolio turnover rate that may exceed 100%.
Inception date: February 9, 2026
Fund family: Acuitas Investments