CSMD — Congress SMID Growth ETF price, holdings and performance

AMEX·Exchange Traded Fund·US Equities·US

Latest market price

33.47

+0.06+0.18%

Overview Short InterestFilings

CSMDCongress SMID Growth ETF·AMEX

Overview Short InterestFilings

33.47+0.18%

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VXUS-0.72%$85.88 VUG+0.36%$88.75 VTV-0.24%$221.25 VO-0.19%$80.00 VB-0.45%$289.61 VWO+0.17%$60.01 VGT+0.68%$122.31 VIG-0.05%$237.00

Fund Snapshot

Category	-	Asset Type	Equity	Tags	growth	Return% 1Y	-1.41%	Total Holdings	10	Perf Week	0.18%

Sponsor	Congress	ETF Type		Tags	-	Return% 3Y	9.69%	AUM	$454.81M	Perf Month	-5.85%

Fund Family		Bond Type		Tags	-	Return% 5Y	-	NAV/sh		Perf Quarter	-6.53%

Index	-	Average Maturity		Tags	-	Return% 10Y		52W High	37.04 -9.64%	Perf Half Y	5.22%

Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	29.53 13.34%	Perf YTD	5.85%

Active/Passive		Quant Type		Tags	-	Flows% 1M	0.00%	Volatility	0.98% 1.18%	Perf Year	0.69%

Dividend TTM	-	ESG Type		Tags	-	Flows% 3M	11.14%	ATR (14)	0.48	Perf 3Y	32.98%

Dividend Ex-Date	Dec 12, 2024	Dividend Type		Sector/Theme		Flows% YTD	16.50%	RSI (14)	41.63	Perf 5Y	-

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

Expense	0.68%	Growth/Value		SMA20	-1.58%	Flows% 3Y		Rel Volume	1.18	Prev Close	33.41

Inverse/Leveraged		Market Cap		SMA50	-3.08%	Flows% 5Y		Avg Volume	39.60K	Price	33.47

IPO Date	Aug 21, 2023	Option/Short	Yes / Yes	SMA200	-0.27%	52W Range %	52%	Volume	46,783	Change	0.18%

Holdings Breakdown

View Holdings as

Stocks

23.8%Healthcare

22.2%Technology

21.0%Industrials

8.1%Consumer Defensive

7.2%Financial Services

6.8%Consumer Cyclical

4.8%Basic Materials

3.8%Energy

1.6%Real Estate

Bonds, Cash & Other

0.7%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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