CSMD vs. OCFS ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
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
42
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.Grade (RS Rating)
Last Trade
$26.91
Average Daily Volume
1,209
20
Performance
| Period | CSMD | OCFS |
|---|---|---|
| 30 Days | -1.06% | -4.50% |
| 60 Days | 2.32% | 3.24% |
| 90 Days | 3.03% | 8.10% |
| 12 Months | 24.62% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CSMD | Weight in OCFS | Overlap | |
|---|---|---|---|---|---|
| PTC | B | 2.85% | 3.25% | 2.85% |
CSMD Overweight 41 Positions Relative to OCFS
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIX | A | 4.36% | |
| CYBR | A | 3.59% | |
| CW | B | 3.48% | |
| SPSC | D | 3.13% | |
| VMI | B | 3.04% | |
| TSCO | D | 2.95% | |
| UFPT | C | 2.76% | |
| BJ | B | 2.71% | |
| STRL | B | 2.67% | |
| 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 19 Positions Relative to OCFS
CSMD: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords
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