CLIA vs. CSMD ETF Comparison

Comparison of Return Stacked Bonds & Managed Futures ETF Veridien Climate Action ETF (CLIA) to Congress SMid Growth ETF (CSMD)

CLIA

Return Stacked Bonds & Managed Futures ETF Veridien Climate Action ETF

CLIA Description

The fund seeks to achieve its investment objective by investing in equity securities (or corresponding American Depositary Receipts ("ADRs")) of U.S. and foreign companies, whose activities, business models, or products make a substantial contribution to mitigating climate change. The fund invests in ADRs to gain exposure to foreign companies, which may include those based in both developed and emerging markets.

Grade (RS Rating)

Last Trade

$18.61

Average Daily Volume

25,531

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

$29.65

Average Daily Volume

24,944

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CLIA	CSMD
30 Days	-7.83%	0.03%
60 Days	-6.52%	3.78%
90 Days	-7.18%	3.56%
12 Months	-5.51%	25.01%

0 Overlapping Holdings

	Symbol	Grade	Weight in CLIA	Weight in CSMD	Overlap

CLIA Overweight 9 Positions Relative to CSMD

Symbol	Grade	Weight
HASI	C	5.75%
TSLA	C	5.38%
ENPH	D	4.95%
FLR	D	4.71%
AES	B	4.35%
ON	F	4.14%
STM	F	3.36%
NEP	D	3.1%
ARRY	F	2.78%

CLIA Underweight 10 Positions Relative to CSMD

Symbol	Grade	Weight
FIX	A	-4.7%
UFPT	D	-3.88%
CYBR	C	-3.65%
SPSC	D	-3.54%
CW	A	-3.07%
HALO	D	-2.98%
ELF	F	-2.88%
TSCO	A	-2.87%
PTC	D	-2.82%
MEDP	F	-2.81%