CSMD vs. QTEC ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to First Trust NASDAQ-100- Technology Index Fund (QTEC)

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

QTEC

First Trust NASDAQ-100- Technology Index Fund

QTEC Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ-100 Technology Sector Index(SM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is an equal-weighted index based on the securities of the NASDAQ-100 Index(R) that are classified as "technology" according to the Industry Classification Benchmark classification system. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$196.94

Average Daily Volume

114,716

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	QTEC
30 Days	7.37%	4.12%
60 Days	5.09%	4.78%
90 Days	6.50%	2.69%
12 Months	29.61%	24.05%

1 Overlapping Holdings

	Symbol	Grade	Weight in CSMD	Weight in QTEC	Overlap
	CDW	F	1.94%	1.83%	1.83%

CSMD Overweight 42 Positions Relative to QTEC

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%
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%
CVLT	B	2.18%
NVT	B	2.15%
KBR	F	2.08%
WAL	B	2.08%
BMI	B	2.08%
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%
PEN	B	1.16%
PSN	D	0.9%
CALX	D	0.02%

CSMD Underweight 42 Positions Relative to QTEC

Symbol	Grade	Weight
TEAM	A	-3.5%
NVDA	C	-2.89%
DASH	A	-2.84%
FTNT	C	-2.81%
MRVL	B	-2.8%
ZS	C	-2.75%
PANW	C	-2.64%
ADSK	A	-2.62%
CRWD	B	-2.62%
DDOG	A	-2.61%
INTC	D	-2.61%
PDD	F	-2.56%
CDNS	B	-2.52%
MU	D	-2.49%
WDAY	B	-2.49%
INTU	C	-2.48%
SNPS	B	-2.47%
GFS	C	-2.47%
CTSH	B	-2.44%
ANSS	B	-2.42%
MDB	C	-2.39%
META	D	-2.34%
ROP	B	-2.31%
TXN	C	-2.31%
ADBE	C	-2.31%
AAPL	C	-2.28%
AVGO	D	-2.27%
MSFT	F	-2.24%
ARM	D	-2.24%
LRCX	F	-2.21%
AMAT	F	-2.21%
QCOM	F	-2.21%
ON	D	-2.2%
NXPI	D	-2.2%
ADI	D	-2.13%
AMD	F	-2.03%
ASML	F	-1.99%
KLAC	D	-1.94%
MCHP	D	-1.94%
GOOG	C	-1.23%
GOOGL	C	-1.22%
SMCI	F	-0.9%