CSMD vs. FRTY ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Alger Mid Cap 40 ETF (FRTY)

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

$31.25

Average Daily Volume

40,016

Number of Holdings ^*

* may have additional holdings in another (foreign) market

FRTY

Alger Mid Cap 40 ETF

FRTY Description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of mid-cap companies. Equity securities include common or preferred stocks that are listed on U.S. exchanges. It may invest a significant portion of its assets in the securities of companies conducting business in the information technology and healthcare sectors. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$19.74

Average Daily Volume

42,343

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	FRTY
30 Days	5.72%	12.12%
60 Days	4.62%	15.85%
90 Days	5.29%	20.95%
12 Months	28.13%	56.23%

3 Overlapping Holdings

Symbol	Grade	Weight in CSMD	Weight in FRTY	Overlap
AZEK	A	2.42%	0.86%	0.86%
FIX	A	4.4%	2.22%	2.22%
RGEN	D	1.44%	3.03%	1.44%

CSMD Overweight 40 Positions Relative to FRTY

Symbol	Grade	Weight
CYBR	A	3.72%
CW	C	3.4%
SPSC	D	3.1%
VMI	B	3.09%
PTC	B	2.92%
TSCO	D	2.88%
STRL	A	2.85%
BJ	A	2.69%
SUM	B	2.62%
PBH	A	2.59%
MEDP	D	2.57%
WHD	B	2.52%
UFPT	C	2.51%
PODD	C	2.46%
HALO	F	2.45%
MORN	B	2.35%
WSM	C	2.35%
ELF	C	2.3%
ENTG	D	2.21%
CVLT	B	2.18%
NVT	B	2.15%
KBR	F	2.08%
WAL	B	2.08%
BMI	B	2.08%
CDW	F	1.94%
RRC	B	1.93%
OLLI	D	1.88%
STE	D	1.87%
LECO	C	1.86%
POOL	C	1.85%
KNSL	B	1.75%
AVY	F	1.75%
CHH	A	1.69%
SMPL	B	1.67%
WERN	C	1.61%
TRNO	F	1.59%
OPCH	D	1.19%
PEN	B	1.16%
PSN	D	0.9%
CALX	D	0.02%

CSMD Underweight 34 Positions Relative to FRTY

Symbol	Grade	Weight
HEI	A	-4.77%
NTRA	A	-4.64%
VLTO	C	-3.65%
VRT	B	-3.48%
SPOT	B	-2.95%
CEG	C	-2.72%
FICO	B	-2.66%
MANH	D	-2.61%
TDG	D	-2.59%
SHAK	C	-2.57%
APP	B	-2.55%
MPWR	F	-2.48%
FANG	C	-2.43%
DKNG	B	-2.26%
RBLX	C	-2.17%
GTES	A	-2.07%
NCNO	C	-2.03%
PLTR	B	-2.0%
ARES	A	-1.97%
BURL	B	-1.97%
ILMN	C	-1.91%
DDOG	A	-1.82%
SRPT	F	-1.81%
GWRE	A	-1.75%
MU	D	-1.7%
ONON	A	-1.57%
MSCI	C	-1.56%
S	B	-1.39%
PIPR	A	-1.37%
ZS	B	-1.31%
FIVE	F	-1.22%
PCVX	D	-1.08%
OWL	A	-0.95%
COIN	C	-0.76%