CSMD vs. SMCO ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Hilton Small-MidCap Opportunity ETF (SMCO)

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 ^*

* may have additional holdings in another (foreign) market

SMCO

Hilton Small-MidCap Opportunity ETF

SMCO Description

The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process ("SMCO Process") to seek risk-adjusted returns by investing in U.S. equity securities within the small- and mid-cap asset classes. The fund"s portfolio will typically consist of between 50-75 stocks. The fund"s portfolio will consistently consist of stocks that the Sub-Adviser deems fundamentally attractive and reasonably valued. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of small- and mid-capitalization companies.

Grade (RS Rating)

Last Trade

$26.77

Average Daily Volume

14,970

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	SMCO
30 Days	5.72%	6.87%
60 Days	4.62%	8.54%
90 Days	5.29%	9.72%
12 Months	28.13%

8 Overlapping Holdings

Symbol	Grade	Weight in CSMD	Weight in SMCO	Overlap
BJ	A	2.69%	1.57%	1.57%
CYBR	A	3.72%	1.68%	1.68%
ELF	C	2.3%	0.74%	0.74%
ENTG	D	2.21%	1.42%	1.42%
NVT	B	2.15%	1.97%	1.97%
POOL	C	1.85%	1.21%	1.21%
SMPL	B	1.67%	1.16%	1.16%
STE	D	1.87%	1.17%	1.17%

CSMD Overweight 35 Positions Relative to SMCO

Symbol	Grade	Weight
FIX	A	4.4%
CW	C	3.4%
SPSC	D	3.1%
VMI	B	3.09%
PTC	B	2.92%
TSCO	D	2.88%
STRL	A	2.85%
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%
CVLT	B	2.18%
KBR	F	2.08%
WAL	B	2.08%
BMI	B	2.08%
CDW	F	1.94%
RRC	B	1.93%
OLLI	D	1.88%
LECO	C	1.86%
KNSL	B	1.75%
AVY	F	1.75%
CHH	A	1.69%
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 53 Positions Relative to SMCO

Symbol	Grade	Weight
KD	B	-2.92%
CLH	C	-2.78%
HLI	A	-2.67%
PRIM	A	-2.6%
DY	D	-2.48%
EME	A	-2.47%
LYV	A	-2.47%
CFR	B	-2.17%
MGNI	B	-2.17%
CBU	B	-2.14%
EQT	B	-2.08%
RL	C	-2.06%
TDY	B	-1.94%
MC	C	-1.91%
SAIA	B	-1.91%
BWXT	B	-1.78%
MTSI	B	-1.75%
CBSH	B	-1.75%
BURL	B	-1.72%
CIEN	C	-1.66%
PLNT	A	-1.64%
CMC	B	-1.59%
J	D	-1.58%
IDA	A	-1.56%
BAH	F	-1.54%
VVV	D	-1.52%
RNR	C	-1.51%
MKSI	C	-1.5%
SFM	A	-1.45%
RS	B	-1.43%
BR	A	-1.43%
COLD	D	-1.42%
TECH	F	-1.34%
IRT	A	-1.3%
DBRG	F	-1.28%
SNX	D	-1.27%
ATR	B	-1.18%
CRL	D	-1.17%
DOX	D	-1.15%
LSTR	D	-1.13%
CWEN	C	-1.12%
TENB	C	-1.11%
CTRA	B	-1.1%
CMS	C	-1.04%
WST	C	-1.02%
ARES	A	-1.0%
TFX	F	-0.92%
HP	C	-0.91%
ASH	F	-0.91%
MGY	A	-0.9%
ICFI	F	-0.77%
REXR	F	-0.76%
ARE	F	-0.75%