CSMD vs. PSL ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to PowerShares Dynamic Consumer Staples (PSL)
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
PSL

PowerShares Dynamic Consumer Staples

PSL Description The PowerShares Dynamic Consumer Staples Sector Portfolio (Fund) is based on the Dynamic Consumer Staples Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US consumer staples companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that have non-cyclical characteristics, including tobacco, textiles, food and beverage, and non-discretionary retail. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$101.11

Average Daily Volume

3,035

Number of Holdings *

31

* may have additional holdings in another (foreign) market
Performance
Period CSMD PSL
30 Days 0.03% 0.76%
60 Days 3.78% 3.23%
90 Days 3.56% 4.60%
12 Months 25.01% 25.82%
1 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in PSL Overlap
ELF F 2.88% 2.47% 2.47%
CSMD Overweight 9 Positions Relative to PSL
Symbol Grade Weight
FIX A 4.7%
UFPT D 3.88%
CYBR C 3.65%
SPSC D 3.54%
CW A 3.07%
HALO D 2.98%
TSCO A 2.87%
PTC D 2.82%
MEDP F 2.81%
CSMD Underweight 30 Positions Relative to PSL
Symbol Grade Weight
SFM A -4.87%
COKE B -4.37%
COST C -4.21%
CHD C -4.09%
HRB C -3.84%
PG C -3.73%
CASY D -3.7%
KR C -3.7%
SCI C -3.69%
USFD C -3.66%
ATGE D -3.55%
PFGC A -3.52%
BFAM C -3.29%
BJ D -3.28%
LRN C -3.22%
FRPT C -3.17%
CALM B -3.16%
PEP D -3.16%
BRBR C -3.12%
VITL B -3.1%
MDLZ C -2.99%
INGR A -2.78%
SPB C -2.72%
LAUR C -2.68%
POST C -2.66%
LOPE D -2.53%
BROS F -2.45%
PRDO D -2.34%
UTZ C -1.98%
STRA F -1.86%
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