CSMD vs. PFUT ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Putnam Sustainable Future ETF (PFUT)

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

PFUT

Putnam Sustainable Future ETF

PFUT Description

The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services provide solutions that directly contribute to sustainable social, environmental and economic development (Impact Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management?s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.

Grade (RS Rating)

Last Trade

$26.45

Average Daily Volume

23,002

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	PFUT
30 Days	7.37%	5.25%
60 Days	5.09%	5.80%
90 Days	6.50%	7.43%
12 Months	29.61%	33.33%

2 Overlapping Holdings

	Symbol	Grade	Weight in CSMD	Weight in PFUT	Overlap
	PEN	B	1.16%	1.34%	1.16%
	SUM	B	2.62%	1.23%	1.23%

CSMD Overweight 41 Positions Relative to PFUT

Symbol	Grade	Weight
FIX	A	4.4%
CYBR	B	3.72%
CW	B	3.4%
SPSC	C	3.1%
VMI	B	3.09%
PTC	A	2.92%
TSCO	D	2.88%
STRL	B	2.85%
BJ	A	2.69%
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%
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	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%
PSN	D	0.9%
CALX	D	0.02%

CSMD Underweight 77 Positions Relative to PFUT

Symbol	Grade	Weight
ISRG	A	-2.13%
ROP	B	-2.1%
VRT	B	-2.09%
SFM	A	-2.07%
DDOG	A	-2.02%
IT	C	-1.92%
TMO	F	-1.88%
VRSK	A	-1.88%
CEG	D	-1.86%
MSCI	C	-1.86%
DHR	F	-1.83%
MA	C	-1.77%
NEE	D	-1.72%
TPG	A	-1.71%
FSS	B	-1.67%
NOW	A	-1.64%
XYL	D	-1.6%
PWR	A	-1.58%
PINS	D	-1.54%
COF	B	-1.52%
HASI	D	-1.52%
RMD	C	-1.49%
CDNS	B	-1.46%
HUBS	A	-1.39%
CWST	A	-1.38%
EXAS	D	-1.36%
MTN	C	-1.36%
FWRG	C	-1.36%
DAR	C	-1.33%
RRX	B	-1.32%
ZBRA	B	-1.31%
ADBE	C	-1.27%
GPK	C	-1.27%
CTAS	B	-1.25%
CPB	D	-1.24%
STX	D	-1.24%
ICLR	D	-1.22%
HQY	B	-1.2%
WY	D	-1.2%
COIN	C	-1.19%
ADI	D	-1.16%
VERX	B	-1.15%
ZTS	D	-1.13%
ALTR	B	-1.12%
FICO	B	-1.1%
ONON	A	-1.06%
AMAT	F	-1.05%
TRMB	B	-1.05%
IDXX	F	-1.01%
CMG	B	-0.99%
ASML	F	-0.98%
SNPS	B	-0.98%
MTD	D	-0.96%
CNM	D	-0.95%
UBER	D	-0.95%
LULU	C	-0.94%
LEVI	F	-0.85%
TTEK	F	-0.79%
VRRM	D	-0.76%
NRG	B	-0.76%
HAS	D	-0.76%
REGN	F	-0.73%
AZN	D	-0.7%
KKR	A	-0.7%
GEV	B	-0.69%
ARGX	A	-0.67%
BMRN	D	-0.62%
FSLR	F	-0.61%
PL	A	-0.55%
GWRE	A	-0.52%
ECL	D	-0.51%
SGBX	F	-0.51%
ASND	D	-0.44%
TWST	D	-0.4%
URI	B	-0.38%
RCKT	F	-0.27%
CMPS	F	-0.19%