CSMD vs. HAPY ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Harbor Corporate Culture Leaders ETF (HAPY)
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 *

10

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

Harbor Corporate Culture Leaders ETF

HAPY Description Harbor Corporate Culture Leaders ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the Human Capital Factor Unconstrained Index, by using full replication technique. Harbor Corporate Culture Leaders ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$23.50

Average Daily Volume

113

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period CSMD HAPY
30 Days 0.03% 1.38%
60 Days 3.78% 7.07%
90 Days 3.56% 6.89%
12 Months 25.01% 33.45%
1 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in HAPY Overlap
SPSC D 3.54% 1.27% 1.27%
CSMD Overweight 9 Positions Relative to HAPY
Symbol Grade Weight
FIX A 4.7%
UFPT D 3.88%
CYBR C 3.65%
CW A 3.07%
HALO D 2.98%
ELF F 2.88%
TSCO A 2.87%
PTC D 2.82%
MEDP F 2.81%
CSMD Underweight 74 Positions Relative to HAPY
Symbol Grade Weight
IOT C -1.55%
DAL C -1.54%
CIEN A -1.51%
GWRE A -1.5%
PHM A -1.47%
DE A -1.46%
BKNG C -1.45%
SMAR A -1.45%
FDS C -1.44%
SLAB D -1.44%
INTC D -1.43%
LAMR C -1.43%
MDB F -1.43%
ACGL A -1.41%
NOW C -1.41%
AMD D -1.41%
PNFP D -1.4%
SSB C -1.4%
NSA C -1.4%
CMI B -1.39%
DBX B -1.39%
TRV C -1.39%
DAY B -1.39%
GEHC C -1.38%
EVR C -1.37%
ADSK B -1.37%
PCOR D -1.37%
ALLE A -1.37%
TRMB B -1.37%
LULU D -1.36%
EXR C -1.36%
EXC A -1.35%
STLD B -1.35%
S C -1.34%
MA A -1.33%
NDAQ C -1.33%
ETSY F -1.33%
GGG B -1.33%
DLB D -1.33%
CPT C -1.32%
CFR D -1.32%
MMS B -1.31%
TXN C -1.31%
TER C -1.31%
AEE A -1.31%
CME A -1.31%
RLI A -1.3%
LHX A -1.3%
EWBC D -1.3%
SYF B -1.3%
DOC C -1.3%
GOOGL B -1.28%
CMC D -1.28%
PLD D -1.28%
AAPL C -1.28%
SO A -1.28%
LMT A -1.28%
MSFT D -1.28%
NVDA C -1.28%
MRK F -1.27%
CBOE A -1.27%
CL D -1.27%
CDNS D -1.26%
MSCI B -1.26%
JNPR B -1.25%
INTU F -1.25%
COP D -1.24%
ADBE F -1.21%
DV F -1.2%
SRPT F -1.18%
CABO F -1.16%
OXY F -1.15%
RIG F -1.13%
PSTG F -1.04%
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