CSMD vs. ACSI ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to American Customer Satisfaction Core Alpha ETF (ACSI)
CSMD

Congress SMid Growth ETF

CSMD Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.

Grade (RS Rating)

Last Trade

$29.83

Average Daily Volume

24,524

Number of Holdings *

10

* may have additional holdings in another (foreign) market
ACSI

American Customer Satisfaction Core Alpha ETF

ACSI Description American Customer Satisfaction Core Alpha ETF (the %u201CFund%u201D) seeks to track the performance, before fees and expenses, of the American Customer Satisfaction Investable Index (the %u201CIndex%u201D).

Grade (RS Rating)

Last Trade

$58.47

Average Daily Volume

197

Number of Holdings *

33

* may have additional holdings in another (foreign) market
Performance
Period CSMD ACSI
30 Days 1.53% 3.15%
60 Days 0.71% 5.31%
90 Days 4.08% 5.83%
12 Months 22.69% 33.50%
1 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in ACSI Overlap
TSCO B 2.87% 2.37% 2.37%
CSMD Overweight 9 Positions Relative to ACSI
Symbol Grade Weight
FIX B 4.7%
UFPT D 3.88%
CYBR B 3.65%
SPSC D 3.54%
CW B 3.07%
HALO D 2.98%
ELF F 2.88%
PTC C 2.82%
MEDP F 2.81%
CSMD Underweight 32 Positions Relative to ACSI
Symbol Grade Weight
COST C -7.19%
AAPL C -7.08%
GOOG D -4.82%
AMZN C -4.66%
MSFT C -4.53%
JPM D -4.5%
KDP B -4.29%
UNH C -3.51%
AIG D -3.27%
T B -3.22%
TMUS B -3.12%
VZ A -3.02%
MSI B -2.88%
NFLX B -2.85%
META B -2.62%
HUM F -2.5%
ORLY B -2.44%
AEO D -2.4%
LEVI C -2.38%
HLT B -2.37%
ALK B -2.34%
CLX C -2.3%
YUM B -2.27%
MS B -2.25%
TXRH B -2.25%
SKX C -2.15%
TSLA C -2.14%
SCHW D -1.95%
FDX D -1.94%
ATO B -1.49%
DUK B -1.44%
BRK.A C -1.38%
Compare ETFs