CSMD vs. NSCS ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Nuveen Small Cap Select ETF (NSCS)

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

$30.16

Average Daily Volume

38,837

Number of Holdings ^*

* may have additional holdings in another (foreign) market

NSCS

Nuveen Small Cap Select ETF

NSCS Description

The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded common stocks of small-capitalization companies. It may invest up to 15% of its total assets in non-dollar denominated equity securities of non-U.S. issuers listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund. Up to 15% of the fund's total assets may be invested in equity securities of emerging market issuers.

Grade (RS Rating)

Last Trade

$29.41

Average Daily Volume

154

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	NSCS
30 Days	-0.76%	2.33%
60 Days	-0.10%	5.26%
90 Days	3.24%	9.95%
12 Months	24.43%	32.94%

4 Overlapping Holdings

Symbol	Grade	Weight in CSMD	Weight in NSCS	Overlap
CVLT	B	2.14%	0.85%	0.85%
HALO	D	2.66%	0.76%	0.76%
OPCH	F	1.21%	0.54%	0.54%
SUM	B	2.64%	1.56%	1.56%

CSMD Overweight 38 Positions Relative to NSCS

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%
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%
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%
CALX	F	1.19%
PEN	B	1.14%

CSMD Underweight 71 Positions Relative to NSCS

Symbol	Grade	Weight
WTFC	A	-2.5%
EVR	B	-2.27%
PIPR	A	-2.11%
MGNI	B	-1.9%
BANR	A	-1.87%
SSB	B	-1.87%
NOG	A	-1.84%
AIT	A	-1.75%
ESE	A	-1.66%
LITE	B	-1.58%
HQY	A	-1.57%
KTOS	C	-1.56%
MMSI	A	-1.55%
GDYN	C	-1.54%
WK	B	-1.5%
CMC	B	-1.49%
FIBK	A	-1.48%
EHC	B	-1.42%
ACA	A	-1.41%
FLR	B	-1.4%
NPO	A	-1.39%
BYD	B	-1.39%
HOMB	A	-1.39%
QTWO	B	-1.38%
AVNT	B	-1.38%
ITRI	B	-1.38%
AVAV	C	-1.37%
RDNT	B	-1.34%
MMS	D	-1.33%
RBRK	B	-1.32%
BKH	A	-1.28%
SHOO	D	-1.28%
TPH	D	-1.27%
SHAK	B	-1.27%
SIG	C	-1.25%
PFBC	B	-1.25%
MTDR	B	-1.24%
STAG	D	-1.23%
EGP	D	-1.23%
GKOS	B	-1.17%
PAR	A	-1.16%
ARCB	C	-1.16%
TROX	F	-1.1%
BRBR	A	-1.09%
KEX	A	-1.05%
EVRI	A	-1.05%
ZD	B	-1.04%
ICHR	C	-1.02%
ONTO	F	-0.95%
PRI	A	-0.9%
LADR	B	-0.9%
VBTX	B	-0.85%
SLAB	F	-0.84%
BOOT	C	-0.83%
SR	A	-0.82%
ESTA	D	-0.77%
SIBN	D	-0.76%
FROG	C	-0.74%
CRNX	C	-0.72%
INN	D	-0.67%
KRYS	C	-0.67%
INSM	D	-0.63%
ACHC	F	-0.61%
VTLE	C	-0.61%
PCVX	D	-0.54%
TTMI	B	-0.53%
MDGL	C	-0.52%
ATEC	C	-0.5%
TCMD	A	-0.48%
IMVT	F	-0.43%
BPMC	C	-0.32%