CSMD vs. PSCI ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to PowerShares S&P SmallCap Industrials Portfolio (PSCI)
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

$31.61

Average Daily Volume

40,471

Number of Holdings *

43

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

PowerShares S&P SmallCap Industrials Portfolio

PSCI Description The PowerShares S&P SmallCap Industrials Portfolio (Fund) is based on the S&P SmallCap 600® Capped Industrials Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US industrial companies. These companies are principally engaged in the business of providing industrial products and services, including engineering, heavy machinery, construction, electrical equipment, aerospace and defense and general manufacturing. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$147.08

Average Daily Volume

5,971

Number of Holdings *

92

* may have additional holdings in another (foreign) market
Performance
Period CSMD PSCI
30 Days 7.37% 12.25%
60 Days 5.09% 12.72%
90 Days 6.50% 13.75%
12 Months 29.61% 42.68%
1 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in PSCI Overlap
WERN C 1.61% 0.94% 0.94%
CSMD Overweight 42 Positions Relative to PSCI
Symbol Grade Weight
FIX A 4.4%
CYBR B 3.72%
CW B 3.4%
SPSC C 3.1%
VMI B 3.09%
PTC A 2.92%
TSCO D 2.88%
STRL B 2.85%
BJ A 2.69%
SUM B 2.62%
PBH A 2.59%
MEDP D 2.57%
WHD B 2.52%
UFPT B 2.51%
PODD C 2.46%
HALO F 2.45%
AZEK A 2.42%
MORN B 2.35%
WSM B 2.35%
ELF C 2.3%
ENTG D 2.21%
CVLT B 2.18%
NVT B 2.15%
KBR F 2.08%
WAL B 2.08%
BMI B 2.08%
CDW F 1.94%
RRC B 1.93%
OLLI D 1.88%
STE F 1.87%
LECO B 1.86%
POOL C 1.85%
KNSL B 1.75%
AVY D 1.75%
CHH A 1.69%
SMPL B 1.67%
TRNO F 1.59%
RGEN D 1.44%
OPCH D 1.19%
PEN B 1.16%
PSN D 0.9%
CALX D 0.02%
CSMD Underweight 91 Positions Relative to PSCI
Symbol Grade Weight
MLI C -3.92%
RHI B -2.87%
CSWI A -2.61%
AWI A -2.56%
ALK C -2.55%
MOG.A B -2.4%
DY D -2.18%
ZWS B -2.15%
FSS B -2.12%
BCC B -2.11%
AVAV D -2.11%
MATX C -1.98%
ACA A -1.94%
AL B -1.91%
GTES A -1.82%
SKYW B -1.68%
GVA A -1.61%
FELE B -1.6%
KFY B -1.52%
GMS B -1.51%
JBT B -1.44%
RXO C -1.43%
VRRM D -1.43%
RUSHA C -1.43%
ESE B -1.43%
REZI A -1.43%
GEO B -1.37%
NPO A -1.36%
ABM B -1.32%
HUBG A -1.18%
BRC D -1.18%
TRN C -1.18%
GFF A -1.16%
UNF B -1.12%
POWL C -1.03%
HNI B -0.99%
AIN C -0.98%
ARCB C -0.98%
EPAC B -0.98%
AZZ B -0.97%
SXI B -0.93%
AIR B -0.9%
MYRG B -0.89%
CXW B -0.89%
HI C -0.87%
HAYW B -0.87%
RUN F -0.86%
KMT B -0.84%
KAR B -0.83%
B B -0.82%
ROCK C -0.81%
GBX A -0.78%
ALG B -0.77%
MRCY B -0.75%
JBLU F -0.73%
APOG B -0.68%
MLKN D -0.64%
TNC D -0.62%
DNOW B -0.59%
VSTS C -0.59%
CSGS B -0.58%
AMWD C -0.57%
TILE B -0.56%
TGI B -0.55%
SNDR B -0.55%
NX C -0.54%
LNN B -0.52%
VICR B -0.46%
PBI B -0.44%
NVEE F -0.44%
ALGT B -0.41%
DLX B -0.4%
MRTN C -0.38%
PRLB A -0.36%
VVI C -0.35%
HSII B -0.35%
DXPE B -0.34%
HCSG C -0.32%
ASTE B -0.32%
WNC C -0.32%
MATW C -0.28%
FWRD D -0.24%
LQDT B -0.22%
SNCY C -0.22%
IIIN C -0.22%
NVRI F -0.21%
HTZ C -0.2%
HTLD B -0.2%
KELYA F -0.17%
NPK B -0.15%
TWI F -0.13%
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