CSMD vs. WBIF ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to WBI Large Cap Tactical Value Shares (WBIF)

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

$29.20

Average Daily Volume

31,615

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WBIF

WBI Large Cap Tactical Value Shares

WBIF Description

The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.

Grade (RS Rating)

Last Trade

$28.83

Average Daily Volume

1,170

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	WBIF
30 Days	-1.52%	-1.15%
60 Days	-1.48%	-1.44%
90 Days	2.21%	2.24%
12 Months	27.71%	11.03%

3 Overlapping Holdings

Symbol	Grade	Weight in CSMD	Weight in WBIF	Overlap
AVY	D	1.88%	0.52%	0.52%
FIX	B	4.28%	3.3%	3.3%
KBR	B	2.4%	1.26%	1.26%

CSMD Overweight 39 Positions Relative to WBIF

Symbol	Grade	Weight
CYBR	C	3.69%
CW	B	3.42%
SPSC	F	3.39%
TSCO	D	3.14%
VMI	A	3.06%
PTC	B	2.9%
BJ	A	2.74%
MEDP	F	2.62%
WSM	F	2.57%
STRL	B	2.54%
CDW	F	2.42%
MORN	B	2.42%
HALO	B	2.39%
UFPT	D	2.35%
PBH	A	2.34%
ENTG	D	2.33%
WHD	B	2.33%
PODD	A	2.29%
SUM	A	2.27%
AZEK	C	2.26%
NVT	D	2.19%
ELF	F	2.04%
BMI	D	1.99%
WAL	C	1.93%
STE	D	1.93%
OLLI	C	1.91%
POOL	B	1.88%
RRC	D	1.84%
LECO	B	1.8%
KNSL	F	1.75%
CVLT	B	1.74%
TRNO	F	1.72%
OPCH	F	1.67%
CHH	A	1.6%
WERN	A	1.55%
SMPL	C	1.49%
RGEN	D	1.43%
CALX	D	1.36%
PEN	A	1.05%

CSMD Underweight 59 Positions Relative to WBIF

Symbol	Grade	Weight
BDX	C	-4.77%
WRB	C	-4.7%
CI	D	-4.29%
PRU	B	-4.15%
DTE	C	-3.71%
UNM	A	-3.47%
VOYA	B	-3.33%
RGA	C	-3.05%
CMS	C	-3.05%
PM	A	-2.33%
EME	A	-2.22%
MLI	A	-1.55%
MCK	C	-1.52%
CSL	C	-1.52%
ADP	A	-1.52%
V	A	-1.51%
AXP	A	-1.48%
SLB	F	-1.42%
PAYX	B	-1.4%
MPC	F	-1.37%
NXST	A	-1.37%
BYD	A	-1.36%
LEN	D	-1.36%
DHI	D	-1.36%
PHM	D	-1.35%
LRCX	F	-1.34%
PRI	B	-1.34%
OC	B	-1.33%
BR	C	-1.32%
EXP	B	-1.29%
AME	A	-1.28%
RMD	A	-1.27%
CASY	A	-1.27%
G	C	-1.26%
R	A	-1.25%
TXRH	A	-1.23%
HRB	D	-1.15%
LPX	D	-1.14%
FLTR	A	-0.77%
FALN	C	-0.76%
AGZD	A	-0.76%
DFS	A	-0.75%
FTSL	A	-0.7%
SYF	B	-0.63%
EQH	B	-0.59%
ALSN	A	-0.58%
ALLE	C	-0.58%
DOX	B	-0.57%
THG	B	-0.56%
GL	C	-0.56%
CBT	B	-0.55%
STIP	B	-0.55%
EG	F	-0.55%
DCI	B	-0.55%
TOL	C	-0.53%
IPG	F	-0.53%
TTC	F	-0.52%
NOV	F	-0.5%
BKLN	A	-0.32%