CSMD vs. AIRR ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to First Trust RBA American Industrial Renaissance ETF (AIRR)

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

$29.96

Average Daily Volume

38,462

Number of Holdings ^*

* may have additional holdings in another (foreign) market

AIRR

First Trust RBA American Industrial Renaissance ETF

AIRR Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Richard Bernstein Advisors American Industrial Renaissance Index (the "index"). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. equity securities that comprise the index. The index is designed to measure the performance of small and mid cap U.S. companies in the industrial and community banking sectors. It is non-diversified.

Grade (RS Rating)

Last Trade

$81.85

Average Daily Volume

333,284

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	AIRR
30 Days	-1.06%	5.31%
60 Days	2.32%	14.33%
90 Days	3.03%	16.45%
12 Months	24.62%	62.26%

2 Overlapping Holdings

	Symbol	Grade	Weight in CSMD	Weight in AIRR	Overlap
	FIX	A	4.36%	2.52%	2.52%
	STRL	B	2.67%	1.71%	1.71%

CSMD Overweight 40 Positions Relative to AIRR

Symbol	Grade	Weight
CYBR	A	3.59%
CW	B	3.48%
SPSC	D	3.13%
VMI	B	3.04%
TSCO	D	2.95%
PTC	B	2.85%
UFPT	C	2.76%
BJ	B	2.71%
HALO	D	2.66%
MEDP	D	2.66%
SUM	B	2.64%
WHD	B	2.49%
PBH	A	2.46%
KBR	D	2.4%
WSM	F	2.36%
AZEK	B	2.36%
ENTG	F	2.31%
MORN	B	2.3%
PODD	A	2.26%
NVT	B	2.21%
CVLT	B	2.14%
CDW	F	2.13%
ELF	C	2.12%
BMI	B	2.08%
WAL	A	2.01%
OLLI	D	1.98%
LECO	C	1.91%
POOL	D	1.88%
RRC	B	1.84%
STE	D	1.78%
AVY	D	1.76%
CHH	A	1.65%
KNSL	C	1.62%
WERN	B	1.58%
SMPL	B	1.56%
TRNO	D	1.54%
RGEN	D	1.42%
OPCH	F	1.21%
CALX	F	1.19%
PEN	B	1.14%

CSMD Underweight 50 Positions Relative to AIRR

Symbol	Grade	Weight
MLI	B	-3.42%
AAON	A	-3.32%
AIT	A	-3.3%
GVA	A	-3.25%
EME	B	-3.09%
RBC	A	-3.04%
BWXT	A	-2.98%
KEX	A	-2.96%
ZWS	B	-2.93%
MDU	D	-2.9%
MSM	C	-2.87%
CHRW	A	-2.82%
HRI	B	-2.74%
ATKR	C	-2.73%
DY	C	-2.72%
CLH	C	-2.71%
PRIM	A	-2.63%
CNM	F	-2.56%
MTZ	B	-2.55%
FSS	C	-2.38%
WMS	F	-2.33%
ROAD	B	-2.16%
HII	F	-2.08%
ACA	B	-1.75%
MWA	A	-1.74%
FNB	A	-1.72%
ASB	A	-1.42%
WTFC	A	-1.41%
ONB	B	-1.38%
MRCY	B	-1.28%
GBX	A	-1.15%
HEES	B	-1.12%
VSEC	B	-1.06%
BLBD	F	-0.96%
FULT	A	-0.94%
TGI	A	-0.91%
POWL	C	-0.91%
WNC	C	-0.91%
DNOW	A	-0.87%
FFBC	A	-0.87%
LMB	A	-0.83%
TPC	C	-0.81%
PRLB	B	-0.8%
XMTR	C	-0.78%
PRK	A	-0.78%
FRME	A	-0.77%
FCF	A	-0.67%
AMRC	F	-0.62%
LKFN	A	-0.57%
TRNS	F	-0.53%