CSMD vs. MNTL ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Tema Neuroscience and Mental Health ETF (MNTL)
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 *

43

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

Tema Neuroscience and Mental Health ETF

MNTL Description Under normal circumstances, the Tema Neuroscience and Mental Health ETF seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in neuroscience and mental health companies. A company is generally considered to be a neuroscience or mental health company that derives at least 50% of revenues from neuroscience or neurology-related diseases, or mental health. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$25.19

Average Daily Volume

224

Number of Holdings *

37

* may have additional holdings in another (foreign) market
Performance
Period CSMD MNTL
30 Days 5.72% -6.94%
60 Days 4.62% -7.28%
90 Days 5.29% -8.93%
12 Months 28.13%
2 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in MNTL Overlap
OPCH D 1.19% 0.96% 0.96%
PEN B 1.16% 1.24% 1.16%
CSMD Overweight 41 Positions Relative to MNTL
Symbol Grade Weight
FIX A 4.4%
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%
AZEK A 2.42%
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%
RGEN D 1.44%
PSN D 0.9%
CALX D 0.02%
CSMD Underweight 35 Positions Relative to MNTL
Symbol Grade Weight
VRTX D -8.52%
LLY F -4.89%
REGN F -4.53%
ALNY D -4.52%
ARGX B -4.48%
NBIX C -4.14%
CRNX C -3.88%
TEVA C -3.72%
BIIB F -3.57%
SYK B -3.08%
MDT D -2.9%
IONS F -2.66%
ITCI C -2.54%
DNLI D -2.26%
XENE D -2.25%
CPRX C -2.22%
RNA C -2.14%
DAWN D -2.1%
AXSM B -1.96%
SRPT F -1.88%
JAZZ B -1.81%
DXCM C -1.8%
ACAD C -1.61%
NTLA F -1.56%
ALKS C -1.47%
IMVT F -1.46%
PTCT B -1.18%
DYN F -1.17%
SRRK C -1.09%
PRTA F -1.03%
ACHC F -0.88%
VYGR F -0.87%
ALEC F -0.67%
QTRX F -0.57%
ARVN F -0.46%
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