AIMSAcuitas Small Cap Active ETF
Seeks long-term capital appreciation.
By Acuitas Investments · Launched 2026
Annual Cost
0.75%
#4,069 of 6,040 · expensive
Fund Size
$88M
#3,210 of 6,040 · mid-size
Return (1Y)
N/A
Track Record
7 months
#5,149 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,884+8.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 12.8% of funddiversified
First American Government Obli
2.4%
LeMaitre Vascular Inc
1.3%
Adeia Inc
1.3%
Triumph Financial Inc
1.2%
StoneX Group Inc
1.1%
Coastal Financial Corp/WA
1.1%
Douglas Dynamics Inc
1.1%
Ligand Pharmaceuticals Inc
1.1%
Metropolitan Bank Holding Corp
1.1%
Phibro Animal Health Corp
1.0%
Asset allocation
Stocks
97.5%
Cash
2.5%
By sector
Industrials
18.9%
Healthcare
17.8%
Technology
17.1%
Financial Services
16.1%
Consumer Cyclical
8.3%
Energy
5.6%
Basic Materials
4.8%
Consumer Defensive
4.6%
Other
6.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (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
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in small-capitalization equity securities. The Fund allocates assets among selected Model Portfolio Providers to capitalize on their stock selection skills, investing in both growth and value companies as market conditions dictate.
- Inception date
- February 9, 2026
- Fund family
- Acuitas Investments
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Data updated on 2026-09-18