CSMD vs. FFND ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to The Future Fund Active ETF (FFND)

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

$29.94

Average Daily Volume

38,837

Number of Holdings ^*

* may have additional holdings in another (foreign) market

FFND

The Future Fund Active ETF

FFND Description

Northern Lights Fund Trust II - The Future Fund Active ETF is an exchange traded fund launched by Northern Lights Fund Trust II. The fund is managed by The Future Fund, LLC. It invests in public equity markets of the United States. The fund invests directly, through derivatives and through other funds in stocks of companies operating across diversified sectors. It employs long/short strategy and uses derivatives such as futures and options to create its portfolio. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs proprietary research to create its portfolio. Northern Lights Fund Trust II - The Future Fund Active ETF was formed on August 24, 2021 and is domiciled in the United States. The investment seeks to provide capital appreciation. Under normal market conditions, the fund, which is an actively managed ETF, will primarily invest in the equity securities of companies that the adviser believes to be best positioned to take advantage of or profit from emerging technological or social trends or developments.

Grade (RS Rating)

Last Trade

$25.26

Average Daily Volume

1,325

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	FFND
30 Days	-0.76%	3.42%
60 Days	-0.10%	8.09%
90 Days	3.24%	7.92%
12 Months	24.43%	32.77%

1 Overlapping Holdings

	Symbol	Grade	Weight in CSMD	Weight in FFND	Overlap
	HALO	D	2.66%	1.44%	1.44%

CSMD Overweight 41 Positions Relative to FFND

Symbol	Grade	Weight
FIX	A	4.36%
CYBR	A	3.59%
CW	B	3.48%
SPSC	F	3.13%
VMI	B	3.04%
TSCO	D	2.95%
PTC	B	2.85%
UFPT	C	2.76%
BJ	B	2.71%
STRL	B	2.67%
MEDP	D	2.66%
SUM	B	2.64%
WHD	B	2.49%
PBH	A	2.46%
KBR	D	2.4%
WSM	D	2.36%
AZEK	B	2.36%
ENTG	F	2.31%
MORN	B	2.3%
PODD	A	2.26%
NVT	C	2.21%
CVLT	B	2.14%
CDW	F	2.13%
ELF	C	2.12%
BMI	C	2.08%
WAL	B	2.01%
OLLI	D	1.98%
LECO	C	1.91%
POOL	D	1.88%
RRC	B	1.84%
STE	D	1.78%
AVY	D	1.76%
CHH	A	1.65%
KNSL	B	1.62%
WERN	B	1.58%
SMPL	B	1.56%
TRNO	D	1.54%
RGEN	F	1.42%
OPCH	F	1.21%
CALX	F	1.19%
PEN	B	1.14%

CSMD Underweight 31 Positions Relative to FFND

Symbol	Grade	Weight
NVDA	B	-9.49%
GOOGL	B	-7.85%
CRM	B	-4.89%
NFLX	A	-4.58%
LLY	F	-4.25%
TSLA	A	-3.94%
LPLA	A	-3.49%
PANW	B	-3.36%
FTI	A	-3.31%
ERJ	A	-3.28%
UBER	F	-3.17%
GTLB	C	-2.93%
DDOG	B	-2.88%
DASH	A	-2.87%
GTLS	A	-2.82%
MU	D	-2.75%
YETI	F	-2.35%
GLW	B	-2.32%
ABNB	C	-2.3%
DKNG	B	-2.26%
EW	C	-2.07%
FND	F	-2.02%
VRTX	C	-1.86%
GPRE	F	-1.84%
AMD	F	-1.71%
BABA	D	-1.69%
JD	D	-1.49%
KTOS	C	-1.26%
CELH	F	-1.17%
GLOB	C	-1.13%
ONON	B	-1.1%