CSMD vs. CCSO ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Carbon Collective Climate Solutions U.S. Equity ETF (CCSO)
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

$31.22

Average Daily Volume

39,560

Number of Holdings *

43

* may have additional holdings in another (foreign) market
CCSO

Carbon Collective Climate Solutions U.S. Equity ETF

CCSO Description Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF is an exchange traded fund launched and managed by Toroso Investments, LLC. The fund is co-managed by Carbon Collective Investing, Llc. It invests in public equity markets. The fund invests in stocks of companies operating across industrials, capital goods, electrical equipment, electrical components and equipment, batteries, utilities, independent power and renewable electricity producers, renewable electricity, alternative energy resources, biofuels, water utilities, climate solution companies including alternative refrigerants, biomass power, building automation systems, green utility, waste management, carbon capture and sequestration, plant-based diet companies sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that directly promote environmental responsibility. Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$21.42

Average Daily Volume

2,776

Number of Holdings *

135

* may have additional holdings in another (foreign) market
Performance
Period CSMD CCSO
30 Days 1.80% 1.84%
60 Days 2.24% 7.15%
90 Days 4.80% 12.15%
12 Months 26.29% 19.79%
3 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in CCSO Overlap
BMI B 2.08% 0.77% 0.77%
FIX A 4.4% 1.98% 1.98%
VMI B 3.09% 0.84% 0.84%
CSMD Overweight 40 Positions Relative to CCSO
Symbol Grade Weight
CYBR A 3.72%
CW B 3.4%
SPSC D 3.1%
PTC B 2.92%
TSCO D 2.88%
STRL B 2.85%
BJ B 2.69%
SUM B 2.62%
PBH A 2.59%
MEDP F 2.57%
WHD B 2.52%
UFPT C 2.51%
PODD B 2.46%
HALO F 2.45%
AZEK B 2.42%
MORN B 2.35%
WSM C 2.35%
ELF C 2.3%
ENTG F 2.21%
CVLT A 2.18%
NVT C 2.15%
KBR F 2.08%
WAL B 2.08%
CDW F 1.94%
RRC B 1.93%
OLLI D 1.88%
STE D 1.87%
LECO C 1.86%
POOL D 1.85%
KNSL B 1.75%
AVY D 1.75%
CHH A 1.69%
SMPL B 1.67%
WERN B 1.61%
TRNO D 1.59%
RGEN D 1.44%
OPCH F 1.19%
PEN B 1.16%
PSN D 0.9%
CALX F 0.02%
CSMD Underweight 132 Positions Relative to CCSO
Symbol Grade Weight
TSLA B -6.8%
PWR A -5.7%
JCI B -5.29%
SCCO F -4.66%
CARR D -4.54%
WM B -4.54%
WCN A -4.36%
NUE D -4.3%
LI F -3.07%
ZM B -2.99%
LII A -2.72%
STLD B -2.67%
FSLR F -2.58%
OC A -2.09%
DOCU B -1.97%
XPEV C -1.52%
AAON B -1.31%
BLD F -1.3%
LKQ F -1.23%
RIVN F -1.23%
AYI B -1.22%
NIO F -1.2%
ENPH F -1.04%
WTS B -0.87%
SMR B -0.84%
CMC B -0.84%
BECN B -0.83%
CSWI B -0.78%
IBP D -0.71%
CWEN C -0.68%
ITRI B -0.64%
LCID F -0.61%
ORA B -0.59%
JOBY B -0.49%
FLNC C -0.44%
TGLS B -0.43%
UEC B -0.42%
MP C -0.39%
HASI F -0.39%
DNN B -0.34%
AY A -0.32%
QS D -0.3%
MYRG C -0.29%
RUN F -0.28%
RNW D -0.25%
PCT B -0.24%
PLUG F -0.22%
APOG B -0.22%
ACHR B -0.19%
NEP F -0.18%
AMRC F -0.17%
NX C -0.17%
LEU C -0.15%
JKS D -0.15%
DQ C -0.15%
ARRY F -0.12%
EVEX F -0.11%
LQDT B -0.1%
ADSE B -0.09%
SHLS F -0.09%
CSIQ F -0.09%
SEDG F -0.08%
HAIN D -0.08%
PLPC B -0.08%
EAF C -0.07%
RERE C -0.07%
WLDN C -0.07%
MNTK F -0.07%
RDUS C -0.07%
LYTS B -0.07%
NVRI D -0.07%
AMPS C -0.07%
CLNE F -0.07%
MTUS D -0.07%
NOVA F -0.06%
EOSE D -0.06%
CHPT F -0.06%
OTLY F -0.05%
USAP B -0.05%
NVX C -0.05%
EGHT C -0.04%
TMC F -0.04%
FREY B -0.04%
BYND F -0.04%
GEVO D -0.04%
NRGV C -0.03%
FF F -0.03%
KLTR A -0.03%
AUDC D -0.03%
HDSN F -0.03%
SOL F -0.02%
QRHC F -0.02%
WBX F -0.02%
SCWO F -0.02%
AMPX C -0.02%
NIU F -0.02%
BLNK F -0.02%
SLDP F -0.02%
ORGN D -0.02%
PESI B -0.02%
LNZA F -0.02%
KULR C -0.01%
WAVE B -0.01%
FTCI F -0.01%
FSI B -0.01%
LILM F -0.01%
LOOP F -0.01%
STEM F -0.01%
BEEM F -0.01%
REFR D -0.01%
LEV F -0.01%
LSF C -0.01%
CBAT F -0.01%
ALLG C -0.01%
LTBR C -0.01%
TPIC F -0.01%
SES F -0.01%
ULBI F -0.01%
VVPR F -0.0%
IDEX F -0.0%
LEDS C -0.0%
HTOO F -0.0%
PEV F -0.0%
SPI F -0.0%
CLRO F -0.0%
ADN C -0.0%
OESX D -0.0%
WWR C -0.0%
IPWR F -0.0%
BWEN F -0.0%
FLUX F -0.0%
GOEV F -0.0%
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