BEEZ vs. CSMD ETF Comparison

Comparison of Honeytree U.S. Equity ETF (BEEZ) to Congress SMid Growth ETF (CSMD)

BEEZ

Honeytree U.S. Equity ETF

BEEZ Description

The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.

Grade (RS Rating)

Last Trade

$32.81

Average Daily Volume

601

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

Performance

Period	BEEZ	CSMD
30 Days	1.11%	5.72%
60 Days	2.05%	4.62%
90 Days	4.98%	5.29%
12 Months	25.00%	28.13%

1 Overlapping Holdings

	Symbol	Grade	Weight in BEEZ	Weight in CSMD	Overlap
	TSCO	D	3.86%	2.88%	2.88%

BEEZ Overweight 24 Positions Relative to CSMD

Symbol	Grade	Weight
INTU	B	4.17%
HD	B	4.13%
ACN	B	4.11%
COST	A	4.1%
NOW	A	4.09%
CMI	A	4.08%
EW	C	4.07%
ZTS	D	4.05%
V	A	4.04%
FAST	B	4.03%
ATR	B	4.02%
WTS	B	4.02%
MA	B	4.01%
SHW	B	3.99%
EQIX	A	3.98%
ITW	B	3.98%
APD	A	3.97%
TMO	F	3.92%
AMT	C	3.91%
A	D	3.9%
MAS	D	3.87%
TXN	C	3.78%
LRCX	F	3.76%
OLED	F	3.72%

BEEZ Underweight 42 Positions Relative to CSMD

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%
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%