CSMD vs. RSHO ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Tema American Reshoring ETF (RSHO)
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
RSHO

Tema American Reshoring ETF

RSHO Description Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, common and preferred stocks of publicly listed companies domiciled in the United States that are directly or indirectly economically tied to the rebuilding, bringing back of overseas economic activity, and revitalization of the American (i.e., United States) industrial base ("reshoring companies"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$40.49

Average Daily Volume

26,944

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period CSMD RSHO
30 Days 5.72% 6.07%
60 Days 4.62% 8.51%
90 Days 5.29% 9.99%
12 Months 28.13% 39.82%
0 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in RSHO Overlap
CSMD Overweight 43 Positions Relative to RSHO
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%
OPCH D 1.19%
PEN B 1.16%
PSN D 0.9%
CALX D 0.02%
CSMD Underweight 25 Positions Relative to RSHO
Symbol Grade Weight
AIT B -6.45%
ETN A -5.4%
PRIM A -5.22%
ROK C -5.16%
CLH C -4.7%
IR B -4.5%
FAST B -4.4%
PH A -3.85%
VMC B -3.85%
FLR B -3.43%
CAT B -3.26%
FSS B -3.22%
HRI C -3.14%
WCC B -2.92%
EMR B -2.87%
ABBV F -2.87%
ATI C -2.86%
LIN C -2.75%
DHR F -2.4%
ALLE C -2.4%
UNP C -2.2%
APG B -2.04%
TEX F -2.0%
TKR D -1.81%
TSM B -1.34%
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