CSMD — Congress SMID Growth ETF price, holdings and performance

AMEX·Exchange Traded Fund·US Equities·US

Latest market price

35.64

+1.15+3.33%

Overview Short InterestFilings

CSMDCongress SMID Growth ETF·AMEX

Overview Short InterestFilings

35.64+3.33%

Loading chart...

Screen all →

VXUS+1.68%$86.45 VUG+2.31%$89.09 VTV+1.30%$223.87 VO+1.36%$82.89 VB+1.97%$305.55 VGT+4.35%$120.15 VWO+1.68%$60.05 SPCK+0.14%$22.12

Fund Snapshot

Category	-	Asset Type	Equity	Tags	growth	Return% 1Y	10.79%	Total Holdings	10	Perf Week	5.69%

Sponsor	Congress	ETF Type		Tags	-	Return% 3Y	-	AUM	$454.81M	Perf Month	-1.11%

Fund Family		Bond Type		Tags	-	Return% 5Y	-	NAV/sh		Perf Quarter	9.53%

Index	-	Average Maturity		Tags	-	Return% 10Y		52W High	36.64 -2.73%	Perf Half Y	6.01%

Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	29.53 20.69%	Perf YTD	12.71%

Active/Passive		Quant Type		Tags	-	Flows% 1M	12.19%	Volatility	2.00% 1.64%	Perf Year	12.22%

Dividend TTM	-	ESG Type		Tags	-	Flows% 3M	16.16%	ATR (14)	0.69	Perf 3Y	-

Dividend Ex-Date	Dec 12, 2024	Dividend Type		Sector/Theme		Flows% YTD	16.30%	RSI (14)	60.39	Perf 5Y	-

Dividend Gr. 3/5Y	-	Structure Type		Region		Flows% 1Y		Beta	1.32	Perf 10Y	-

Expense	0.68%	Growth/Value		SMA20	3.78%	Flows% 3Y		Rel Volume	1.57	Prev Close	34.49

Inverse/Leveraged		Market Cap		SMA50	2.55%	Flows% 5Y		Avg Volume	42.80K	Price	35.64

IPO Date	Aug 21, 2023	Option/Short	Yes / Yes	SMA200	7.23%	52W Range %	86%	Volume	67,394	Change	3.33%

Holdings Breakdown

View Holdings as

Stocks

23.6%Industrials

22.1%Technology

20.7%Healthcare

7.4%Consumer Cyclical

7.1%Consumer Defensive

6.9%Financial Services

5.9%Basic Materials

3.6%Energy

1.7%Real Estate

Bonds, Cash & Other

0.8%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.

open in yahoo·open in reuters·open in marketwatch·open in google·open in EDGAR