AIMSAcuitas Small Cap Active ETF
Seeks long-term capital appreciation.
By Acuitas Investments · Launched 2026
Annual Cost
0.75%
#3,925 of 5,861 · average
Fund Size
$91M
#3,085 of 5,861 · mid-size
Return (1Y)Goal
N/A
Track Record
6 months
#5,152 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,114+11.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 12.8% of fund✓ well diversified
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
98.2%
Cash
1.8%
By sector
Technology
19.9%
Industrials
19.6%
Financial Services
16.1%
Healthcare
15.5%
Consumer Cyclical
8.1%
Consumer Defensive
5.3%
Energy
4.9%
Basic Materials
4.5%
Other
6.2%
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 2026-08-04