CSMD — Congress SMID Growth ETF price, holdings and performance

AMEX·Exchange Traded Fund·US Equities·US

Latest market price

35.98

+0.07+0.19%

Overview Short InterestFilings

CSMDCongress SMID Growth ETF·AMEX

Overview Short InterestFilings

35.98+0.19%

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VXUS-0.26%$86.98 VUG-0.02%$89.39 VTV+0.28%$224.94 VO+0.07%$82.75 VB-0.20%$305.48 VGT-0.39%$120.98 VWO-0.09%$60.41 SPCK+1.54%$22.36

Fund Snapshot

Category	-	Asset Type	Equity	Tags	growth	Return% 1Y	12.57%	Total Holdings	10	Perf Week	6.53%

Sponsor	Congress	ETF Type		Tags	-	Return% 3Y	-	AUM	$454.81M	Perf Month	1.50%

Fund Family		Bond Type		Tags	-	Return% 5Y	-	NAV/sh		Perf Quarter	6.49%

Index	-	Average Maturity		Tags	-	Return% 10Y		52W High	37.11 -3.05%	Perf Half Y	9.85%

Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	29.58 21.61%	Perf YTD	13.57%

Active/Passive		Quant Type		Tags	-	Flows% 1M	5.05%	Volatility	2.32% 1.69%	Perf Year	12.04%

Dividend TTM	-	ESG Type		Tags	-	Flows% 3M	16.91%	ATR (14)	0.75	Perf 3Y	-

Dividend Ex-Date	Dec 12, 2024	Dividend Type		Sector/Theme		Flows% YTD	17.73%	RSI (14)	60.77	Perf 5Y	-

Dividend Gr. 3/5Y	-	Structure Type		Region		Flows% 1Y		Beta	1.34	Perf 10Y	-

Expense	0.68%	Growth/Value		SMA20	4.40%	Flows% 3Y		Rel Volume	0.52	Prev Close	35.91

Inverse/Leveraged		Market Cap		SMA50	3.00%	Flows% 5Y		Avg Volume	41.24K	Price	35.98

IPO Date	Aug 21, 2023	Option/Short	Yes / Yes	SMA200	7.94%	52W Range %	85%	Volume	21,514	Change	0.19%

Holdings Breakdown

View Holdings as

Stocks

25.5%Industrials

23.4%Technology

21.4%Healthcare

7.8%Consumer Cyclical

7.7%Consumer Defensive

7.1%Financial Services

3.7%Energy

1.7%Real Estate

1.7%Basic Materials

Bonds, Cash & Other

0.0%Cash & Others

Assets Under Management

● Assets Under Management

Fund

The Congress SMid Growth ETF (the “SMid Fund” or “Fund”) seeks long-term capital appreciation. The Fund invests in companies that we believe are experiencing or will experience earnings growth. We employ a “bottom-up” approach to research and stock selection, emphasizing a company’s fundamentals and prospects instead of timing significant economic or market cycles. Our growth-style approach focuses on companies with established profitability, a history of earnings growth, positive free cash flow, and prudent use of debt and leverage.

Ownership

Per-holder 13F data isn't yet ingested for ETFs — coming with the next data layer expansion. Aggregate ownership shown above.

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