AIMS - ETF AI Analysis
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Acuitas Small Cap Active ETF (AIMS)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating positive recent momentum in its strategy.
Leading Holdings Performing Well
Many of the top positions, such as PDF Solutions, Covenant Logistics Group, and StoneX Group, have delivered strong year-to-date results that support the fund’s overall performance.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, industrials, financials, and health care, which helps reduce the impact if any one industry struggles.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers very limited international diversification and is highly tied to the U.S. market.
Small Fund Size
The ETF manages a modest amount of assets, which can sometimes mean less trading liquidity and a higher chance of wider bid-ask spreads for investors.
AIMS vs. SPDR S&P 500 ETF (SPY)
AUM86.81M
RegionNorth America
Expense Ratio0.75%
Beta0.71
IssuerAcuitas
Inception DateFeb 09, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,509
30 Day Avg. Volume2,551
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
34.34Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering276
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIMS Summary
Acuitas Small Cap Active ETF (AIMS) is an actively managed fund that focuses on smaller U.S. companies, aiming for long-term growth while trying to smooth out some of the big ups and downs common in small-cap stocks. It does not track a specific index, but instead uses several professional managers to pick a wide mix of stocks across many sectors, including technology, industrials, and financials. Examples of companies it holds are PDF Solutions and Ligand Pharma. Investors might consider AIMS for added growth and diversification, but should know that small-cap stocks can be more volatile and can go up and down sharply with the market.
How much will it cost me?This ETF has an expense ratio of 0.75%, which means you’ll pay about $7.50 per year for every $1,000 you invest. That’s higher than the cost of many index (passive) ETFs because this fund is actively managed, with professional managers researching and selecting small-cap stocks for you.
What would affect this ETF?This ETF could benefit if the U.S. economy stays healthy, as small U.S. companies in areas like technology, industrials, and financials often grow faster when business spending, innovation, and consumer demand are strong, giving its active managers more chances to find winners. On the other hand, a weaker economy, rising interest rates, or tighter financial conditions could hurt small caps and banks in particular, and the fund’s focus on smaller, more volatile companies means it may fall more than the overall market during market stress.
AIMS Top 10 Holdings
AIMS is a U.S.-focused small-cap fund where a mix of niche tech, health care, and financial names are steering the ship. PDF Solutions has been a bit choppy lately, losing steam in the short term even as its longer trend looks constructive, while Ligand Pharma and Iradimed provide steadier, rising support from the health care side. On the financial front, Triumph Financial and Metropolitan Bank are quietly helping performance, though Coastal Financial has been lagging and acting as a small drag. Overall, the fund feels diversified rather than dominated by any single sector or stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 2.81% | $2.47M | ― | ― | ― | |
| Ligand Pharma | 1.59% | $1.40M | $5.77B | 125.18% | 60 Neutral | |
| Covenant Logistics Group | 1.35% | $1.18M | $1.04B | 52.59% | 64 Neutral | |
| Triumph Financial | 1.29% | $1.13M | $1.81B | 30.16% | 67 Neutral | |
| PDF Solutions | 1.26% | $1.10M | $1.72B | 107.60% | 69 Neutral | |
| Iradimed | 1.18% | $1.04M | $1.20B | 63.20% | 78 Outperform | |
| Karat Packaging Inc | 1.11% | $973.35K | $810.33M | 47.74% | 69 Neutral | |
| Lemaitre Vascular | 1.01% | $887.96K | $2.37B | 25.79% | 75 Outperform | |
| Ufp Technologies | 1.00% | $878.21K | $1.97B | 12.65% | 75 Outperform | |
| BioLife Solutions | 1.00% | $874.56K | $1.54B | 48.82% | 52 Neutral |
AIMS Technical Analysis
Negative
―
Price Trends
28.02
Negative
26.64
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIMS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 28.27, equal to the 50-day MA of 28.02, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AIMS.
AIMS Peer Comparison
Comparison Results
Performance Comparison
AIMS
Acuitas Small Cap Active ETF
27.90
2.80
11.16%
RUSC
US Small Cap Equity Active ETF
―
―
―
SYZ
Lazard US Systematic Small Cap Equity ETF
―
―
―
ESSC
Eventide Small Cap ETF
―
―
―
FTKI
First Trust Small Cap BuyWrite Income ETF
―
―
―
ALIL
Argent Focused Small Cap ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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