AIMS
Acuitas Small Cap Active ETF
Acuitas Small Cap Active ETF seeks to achieve long-term capital appreciation by actively investing in a diversified portfolio of small-cap U.S. equity securities.
US
EQUITY
Active
MANAGEMENT STYLE
$ 85.0 M
ASSETS UNDER MGMT
75 bp
EXPENSES
Fund Basics
| Inception date | Feb 09, 2026 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| CASH & OTHER | 2.0 % |
| PDF SOLUTIONS INC | 1.4 % |
| COVENANT TRANSPORT GRP-CL A | 1.3 % |
| TRIUMPH BANCORP, INC. | 1.3 % |
| PREFORMED LINE PRODUCTS CO | 1.1 % |
| LIGAND PHARMACEUTICALS-CL B | 1.1 % |
| ADEIA INC. | 1.0 % |
| CAREER EDUCATION CORP | 1.0 % |
| METROPOLITAN BANK HOLDING CORP. | 1.0 % |
| TERAWULF INC. | 1.0 % |
Constituent Breakdown
| Number of holdings | 275 |
| Herfindahl-Hirschman Index | 0 |
| Wgt avg mkt cap (mns) | $1,761 |
| Large cap (>$10bn) | 0.0% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 0.0% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 92.7 % |
 |
ISRAEL | 1.3 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -- | -- | -- | -- | -- | -- | -- | 7.3% |
| Dividend Yield | -- | -- | -- | -- | -- | -- | -- | 0.0% |
| Total Returns | -- | -- | -- | -- | -- | -- | -- | 7.3% | Ann. Volatility | -- | -- | -- | -- | -- | -- | -- | 20.1% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 3 |
| ADV traded (mns) | $0 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.53% |
Technical Indicators
| 30d moving avg. (EMA) | $26.44 |
| Relative strength (RSI) | 58 |
| MACD/Signal | 0.31/0.31 |
| Bollinger Bands (Upper/Lower) | $27.48/$26.00 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. AIMS |
Expenses vs. AIMS |
ALTAR Score™ vs. AIMS |
|---|---|---|---|---|
| FYC | First Trust Small Cap Growth AlphaDEX Fund | 17.9% | -4 bp | -4.1% |
| IWC | iShares Micro-Cap ETF | 16.5% | -15 bp | -5.6% |
| GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 15.5% | -55 bp | +0.0% |
| AVSC | Avantis U.S Small Cap Equity ETF | 15.3% | -50 bp | +0.3% |
| FYX | First Trust Small Cap Core AlphaDEX Fund | 15.2% | -14 bp | +1.2% |
| EES | WisdomTree U.S. SmallCap Fund | 15.0% | -37 bp | +3.9% |
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 14.4% | -46 bp | +2.3% |
| SQLV | Royce Quant Small-Cap Quality Value ETF | 14.2% | -15 bp | +3.7% |
| AFSM | First Trust Active Factor Small Cap ETF | 13.9% | 0 bp | +2.0% |
| DES | WisdomTree U.S. SmallCap Dividend Fund | 13.9% | -37 bp | +3.8% |
Risk and Returns: AIMS vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.5%
ALTAR SCORE™
37th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. AIMS's ALTAR Score™ is approximately -0.3 standard
deviations above the category average. This places AIMS in the 37th percentile
among funds in the category.
Sell-Side Consensus
$31.25
PRICE TARGET
+14.0%
UPSIDE