CSMD vs. EHLS ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Even Herd Long Short ETF (EHLS)
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
$31.61
Average Daily Volume
40,471
Number of Holdings
*
43
* may have additional holdings in another (foreign) market
EHLS
Even Herd Long Short ETF
EHLS Description
EHLS seeks long-term capital appreciation through a momentum-focused strategy that takes both long and short positions in US equity securities. In selecting securities, the fund employs a proprietary algorithm that emphasizes a dynamic, trend-focused analysis, instead of a strictly bottom-up valuation analysis, driven by price movements and other data points based on market trends and stock momentum. The sub-adviser may adjust its proprietary system that is continuously optimized and refined. The fund strategy involves taking long positions in equity securities exhibiting strong upward momentum and short positions in those showing downward momentum. The actively managed fund targets a net equity exposure from 40% to 90% net long, subject to adjustments based on market conditions. The fund aims to maintain 100% long and 10-60% short exposure. Short sales may include entering into swap agreements or the use of leverage.Grade (RS Rating)
Last Trade
$23.30
Average Daily Volume
2,650
Number of Holdings
*
271
* may have additional holdings in another (foreign) market
Performance
| Period | CSMD | EHLS |
|---|---|---|
| 30 Days | 7.37% | 10.27% |
| 60 Days | 5.09% | 10.82% |
| 90 Days | 6.50% | 13.69% |
| 12 Months | 29.61% |
CSMD Overweight 36 Positions Relative to EHLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | 4.4% | |
| CYBR | B | 3.72% | |
| SPSC | C | 3.1% | |
| VMI | B | 3.09% | |
| PTC | A | 2.92% | |
| TSCO | D | 2.88% | |
| STRL | B | 2.85% | |
| BJ | A | 2.69% | |
| SUM | B | 2.62% | |
| PBH | A | 2.59% | |
| MEDP | D | 2.57% | |
| WHD | B | 2.52% | |
| PODD | C | 2.46% | |
| HALO | F | 2.45% | |
| AZEK | A | 2.42% | |
| MORN | B | 2.35% | |
| WSM | B | 2.35% | |
| CVLT | B | 2.18% | |
| NVT | B | 2.15% | |
| KBR | F | 2.08% | |
| WAL | B | 2.08% | |
| BMI | B | 2.08% | |
| RRC | B | 1.93% | |
| OLLI | D | 1.88% | |
| STE | F | 1.87% | |
| LECO | B | 1.86% | |
| POOL | C | 1.85% | |
| KNSL | B | 1.75% | |
| AVY | D | 1.75% | |
| CHH | A | 1.69% | |
| SMPL | B | 1.67% | |
| WERN | C | 1.61% | |
| TRNO | F | 1.59% | |
| RGEN | D | 1.44% | |
| OPCH | D | 1.19% | |
| PEN | B | 1.16% |
CSMD Underweight 264 Positions Relative to EHLS
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | -2.25% | |
| BMA | B | -2.14% | |
| CSWI | A | -2.03% | |
| QTWO | A | -1.82% | |
| HWM | A | -1.8% | |
| NVDA | C | -1.72% | |
| GDS | C | -1.71% | |
| LMB | A | -1.7% | |
| IRM | D | -1.68% | |
| PIPR | B | -1.67% | |
| META | D | -1.64% | |
| SLG | B | -1.62% | |
| MSI | B | -1.57% | |
| USLM | A | -1.53% | |
| CTAS | B | -1.48% | |
| HWKN | B | -1.46% | |
| GVA | A | -1.41% | |
| IGIC | B | -1.33% | |
| VST | B | -1.31% | |
| SE | B | -1.3% | |
| FICO | B | -1.3% | |
| CVNA | B | -1.29% | |
| CRS | A | -1.27% | |
| ADMA | B | -1.26% | |
| WELL | A | -1.25% | |
| PLTR | B | -1.25% | |
| BK | A | -1.24% | |
| TPB | B | -1.24% | |
| CEG | D | -1.21% | |
| SFM | A | -1.2% | |
| CLBT | B | -1.2% | |
| NRG | B | -1.2% | |
| SKT | B | -1.14% | |
| REAX | D | -1.1% | |
| PAM | A | -1.09% | |
| RDNT | B | -1.08% | |
| SLVM | B | -1.06% | |
| ARES | A | -1.05% | |
| DASH | A | -1.05% | |
| FTDR | A | -1.04% | |
| TRGP | B | -1.03% | |
| TPL | A | -1.02% | |
| HOOD | B | -1.01% | |
| BRO | B | -1.0% | |
| AXP | A | -1.0% | |
| THC | D | -0.98% | |
| CBRE | B | -0.98% | |
| RSI | B | -0.98% | |
| TMUS | B | -0.96% | |
| NPAB | B | -0.92% | |
| EDN | B | -0.92% | |
| WAB | B | -0.89% | |
| ANET | C | -0.88% | |
| JXN | C | -0.87% | |
| GLNG | C | -0.86% | |
| PNTG | D | -0.84% | |
| MOD | A | -0.82% | |
| IESC | B | -0.79% | |
| COOP | B | -0.78% | |
| SKYW | B | -0.76% | |
| CNX | A | -0.76% | |
| ISRG | A | -0.76% | |
| KKR | A | -0.76% | |
| EME | C | -0.75% | |
| BSX | B | -0.71% | |
| CDNA | D | -0.62% | |
| HLNE | B | -0.62% | |
| CCB | A | -0.56% | |
| AMAL | B | -0.56% | |
| AIT | A | -0.55% | |
| ALSN | B | -0.55% | |
| NBN | B | -0.54% | |
| BBSI | B | -0.54% | |
| FTI | A | -0.53% | |
| CNK | B | -0.51% | |
| PKG | A | -0.49% | |
| TWLO | A | -0.49% | |
| VERX | B | -0.49% | |
| CLH | B | -0.48% | |
| PGR | A | -0.48% | |
| FI | A | -0.48% | |
| TYL | B | -0.48% | |
| QFIN | B | -0.47% | |
| HUBB | B | -0.46% | |
| MMYT | B | -0.46% | |
| GRBK | D | -0.46% | |
| POWL | C | -0.45% | |
| RNA | D | -0.44% | |
| ALHC | C | -0.42% | |
| CACI | D | -0.42% | |
| RKLB | B | -0.39% | |
| WULF | C | -0.34% | |
| YPF | B | -0.32% | |
| TCBX | A | -0.3% | |
| CEIX | A | -0.3% | |
| FRHC | B | -0.28% | |
| KTB | B | -0.27% | |
| MUSA | A | -0.27% | |
| PPTA | C | -0.27% | |
| CASH | A | -0.27% | |
| EXLS | B | -0.26% | |
| LYV | A | -0.26% | |
| SOFI | A | -0.25% | |
| MLR | B | -0.25% | |
| PEGA | A | -0.25% | |
| SNEX | B | -0.25% | |
| MATX | C | -0.24% | |
| ONON | A | -0.24% | |
| BBW | B | -0.24% | |
| GATO | D | -0.23% | |
| TRUP | B | -0.23% | |
| EXEL | B | -0.23% | |
| AORT | B | -0.22% | |
| CSTM | F | --0.07% | |
| NEP | F | --0.09% | |
| SPT | C | --0.14% | |
| CVI | F | --0.15% | |
| AMN | F | --0.16% | |
| VSAT | F | --0.16% | |
| AES | F | --0.17% | |
| PGNY | F | --0.17% | |
| STNG | F | --0.17% | |
| APTV | D | --0.18% | |
| ENPH | F | --0.18% | |
| WU | D | --0.18% | |
| FLNG | B | --0.19% | |
| W | F | --0.2% | |
| BEN | C | --0.2% | |
| COLD | D | --0.2% | |
| VAL | D | --0.2% | |
| AMRC | F | --0.2% | |
| WRLD | C | --0.2% | |
| ASH | D | --0.21% | |
| DG | F | --0.21% | |
| ADNT | F | --0.21% | |
| WSC | D | --0.21% | |
| ASML | F | --0.22% | |
| IGT | F | --0.22% | |
| ENOV | C | --0.22% | |
| PARR | D | --0.22% | |
| FIVE | F | --0.22% | |
| AVTR | F | --0.22% | |
| DOOO | F | --0.22% | |
| LEA | D | --0.22% | |
| CSGP | D | --0.23% | |
| MRK | F | --0.23% | |
| ROG | D | --0.23% | |
| DLB | B | --0.23% | |
| NTST | D | --0.23% | |
| APA | D | --0.23% | |
| IMCR | D | --0.23% | |
| NKE | D | --0.23% | |
| TEX | D | --0.23% | |
| ELV | F | --0.23% | |
| MCHP | D | --0.23% | |
| OLN | D | --0.23% | |
| NUE | C | --0.23% | |
| SCL | C | --0.24% | |
| OMI | F | --0.24% | |
| CWT | D | --0.24% | |
| WPC | D | --0.24% | |
| ODP | F | --0.24% | |
| NSP | D | --0.24% | |
| WOR | F | --0.24% | |
| APLS | D | --0.24% | |
| PLD | D | --0.24% | |
| PD | C | --0.24% | |
| ETSY | D | --0.24% | |
| SITE | D | --0.24% | |
| CC | C | --0.24% | |
| ADM | D | --0.25% | |
| HSY | F | --0.25% | |
| JBSS | D | --0.25% | |
| AKAM | D | --0.25% | |
| OTEX | D | --0.25% | |
| FTV | C | --0.25% | |
| PCH | D | --0.25% | |
| IPG | D | --0.25% | |
| MTN | C | --0.25% | |
| FUL | F | --0.25% | |
| PEP | F | --0.25% | |
| F | C | --0.25% | |
| GIS | D | --0.25% | |
| ATKR | C | --0.25% | |
| REXR | F | --0.25% | |
| ALV | C | --0.25% | |
| MGM | D | --0.26% | |
| GO | C | --0.26% | |
| BG | F | --0.26% | |
| THS | D | --0.26% | |
| ARE | D | --0.26% | |
| STZ | D | --0.26% | |
| ALGM | D | --0.26% | |
| IAC | D | --0.26% | |
| CTRA | B | --0.26% | |
| HDB | C | --0.26% | |
| FMX | F | --0.26% | |
| SON | D | --0.26% | |
| DVN | F | --0.27% | |
| COHU | C | --0.27% | |
| HXL | D | --0.27% | |
| ON | D | --0.27% | |
| MTDR | B | --0.27% | |
| SLAB | D | --0.27% | |
| CNI | D | --0.27% | |
| CWH | B | --0.27% | |
| YELP | C | --0.28% | |
| ALB | C | --0.28% | |
| OKTA | C | --0.28% | |
| VTLE | C | --0.28% | |
| MUR | D | --0.28% | |
| VRSN | F | --0.28% | |
| MRTN | C | --0.28% | |
| CRL | C | --0.28% | |
| USPH | B | --0.28% | |
| SJW | D | --0.28% | |
| PZZA | D | --0.28% | |
| CENTA | C | --0.28% | |
| TDC | D | --0.29% | |
| FIVN | C | --0.29% | |
| UGI | A | --0.29% | |
| HP | B | --0.29% | |
| SJM | D | --0.29% | |
| CHRD | D | --0.29% | |
| LKQ | D | --0.29% | |
| AMRK | F | --0.29% | |
| AIN | C | --0.29% | |
| MOS | F | --0.29% | |
| URBN | C | --0.29% | |
| CENT | C | --0.29% | |
| SLB | C | --0.29% | |
| TMO | F | --0.29% | |
| SIGI | C | --0.29% | |
| RPD | C | --0.29% | |
| CIVI | D | --0.29% | |
| EXC | C | --0.3% | |
| PINS | D | --0.3% | |
| ES | D | --0.3% | |
| EG | C | --0.3% | |
| SNOW | C | --0.3% | |
| WFRD | D | --0.3% | |
| RIO | D | --0.3% | |
| HES | B | --0.3% | |
| AVA | A | --0.3% | |
| AWK | D | --0.3% | |
| PPG | F | --0.3% | |
| EVTC | B | --0.3% | |
| IDXX | F | --0.3% | |
| HELE | C | --0.3% | |
| ACI | C | --0.3% | |
| DIOD | D | --0.3% | |
| KMX | B | --0.31% | |
| OXM | D | --0.31% | |
| ZD | C | --0.31% | |
| IRTC | D | --0.32% | |
| CAR | C | --0.32% | |
| VLO | C | --0.32% | |
| ALRM | C | --0.32% | |
| TENB | C | --0.33% | |
| OVV | B | --0.33% | |
| NARI | C | --0.34% | |
| AMR | C | --0.35% | |
| UPS | C | --0.37% | |
| PRGO | B | --0.44% |
CSMD: Top Represented Industries & Keywords
Industries:
Engineering & Construction
Software - Application
Specialty Retail
Biotechnology
Diversified Industrials
Medical Devices
Banks - Regional - US
Building Materials
Building Products & Equipment
Business Equipment
Business Services
Communication Equipment
Diagnostics & Research
Discount Stores
Electronic Components
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Leisure
Lodging
EHLS: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Software - Infrastructure
Software - Application
Specialty Chemicals
Auto Parts
Asset Management
Specialty Retail
Diversified Industrials
Internet Content & Information
Packaged Foods
Semiconductors
Biotechnology
Business Services
Credit Services
Diagnostics & Research
Engineering & Construction
Semiconductor Equipment & Materials
Utilities - Independent Power Producers
Banks - Regional - US
Capital Markets
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