CSMD vs. GLRY ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Inspire Faithward Mid Cap Momentum ESG ETF (GLRY)

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 ^*

* may have additional holdings in another (foreign) market

GLRY

Inspire Faithward Mid Cap Momentum ESG ETF

GLRY Description

The investment seeks to maximize growth and outperform the results (before fees and expenses) of the broader U.S. midcap stock market. The fund, an actively managed exchange traded fund (ETF), invests at least 80% of its net assets plus any borrowings for investment purposes in midcap stocks. Midcap stocks are defined as stocks of companies with market capitalizations between $3 billion and $10 billion that meet the fund's environmental, social and governance (ESG) criteria.

Grade (RS Rating)

Last Trade

$32.64

Average Daily Volume

9,733

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	GLRY
30 Days	7.37%	4.83%
60 Days	5.09%	4.12%
90 Days	6.50%	4.18%
12 Months	29.61%	29.54%

4 Overlapping Holdings

Symbol	Grade	Weight in CSMD	Weight in GLRY	Overlap
BJ	A	2.69%	3.32%	2.69%
CVLT	B	2.18%	3.29%	2.18%
CW	B	3.4%	3.52%	3.4%
KNSL	B	1.75%	2.92%	1.75%

CSMD Overweight 39 Positions Relative to GLRY

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%
SUM	B	2.62%
PBH	A	2.59%
MEDP	D	2.57%
WHD	B	2.52%
UFPT	B	2.51%
PODD	C	2.46%
HALO	F	2.45%
AZEK	A	2.42%
MORN	B	2.35%
WSM	B	2.35%
ELF	C	2.3%
ENTG	D	2.21%
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	F	1.87%
LECO	B	1.86%
POOL	C	1.85%
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%
PSN	D	0.9%
CALX	D	0.02%

CSMD Underweight 29 Positions Relative to GLRY

Symbol	Grade	Weight
EME	C	-3.96%
BWXT	B	-3.84%
FLS	B	-3.63%
TTD	B	-3.56%
SEIC	B	-3.46%
NRG	B	-3.43%
SLVM	B	-3.37%
GPI	A	-3.35%
CASY	A	-3.21%
EHC	B	-3.21%
RGA	A	-3.19%
ORI	A	-3.19%
APH	A	-3.17%
UTHR	C	-3.06%
OHI	C	-3.05%
MUSA	A	-3.04%
CHE	D	-2.87%
BRC	D	-2.84%
AN	C	-2.83%
AVGO	D	-2.83%
MSA	D	-2.82%
FANG	D	-2.77%
NTAP	C	-2.77%
KBH	D	-2.76%
QCOM	F	-2.63%
FCN	D	-2.56%
KLAC	D	-2.28%
MPWR	F	-1.78%
SMCI	F	-1.4%