CSMD vs. SMLL ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to Harbor Active Small Cap ETF (SMLL)

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

$31.22

Average Daily Volume

39,560

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SMLL

Harbor Active Small Cap ETF

SMLL Description

The investment seeks daily investment results, before fees and expenses, of 200% of the daily performance of the Russell 2000® Index. The fund invests at least 80% of its net assets (plus borrowing for investment purposes) in financial instruments, such as swap agreements, and securities of the index, ETFs that track the index and other financial instruments that provide daily leveraged exposure to the index or ETFs that track the index. The index measures the performance of approximately 2,000 small-cap companies in the Russell 3000® Index, based on a combination of their market capitalization and current index membership. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.04

Average Daily Volume

3,453

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CSMD	SMLL
30 Days	1.80%	6.73%
60 Days	2.24%	12.05%
90 Days	4.80%
12 Months	26.29%

2 Overlapping Holdings

	Symbol	Grade	Weight in CSMD	Weight in SMLL	Overlap
	KNSL	B	1.75%	4.97%	1.75%
	MORN	B	2.35%	1.49%	1.49%

CSMD Overweight 41 Positions Relative to SMLL

Symbol	Grade	Weight
FIX	A	4.4%
CYBR	A	3.72%
CW	B	3.4%
SPSC	D	3.1%
VMI	B	3.09%
PTC	B	2.92%
TSCO	D	2.88%
STRL	B	2.85%
BJ	B	2.69%
SUM	B	2.62%
PBH	A	2.59%
MEDP	F	2.57%
WHD	B	2.52%
UFPT	C	2.51%
PODD	B	2.46%
HALO	F	2.45%
AZEK	B	2.42%
WSM	C	2.35%
ELF	C	2.3%
ENTG	F	2.21%
CVLT	A	2.18%
NVT	C	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	D	1.87%
LECO	C	1.86%
POOL	D	1.85%
AVY	D	1.75%
CHH	A	1.69%
SMPL	B	1.67%
WERN	B	1.61%
TRNO	D	1.59%
RGEN	D	1.44%
OPCH	F	1.19%
PEN	B	1.16%
PSN	D	0.9%
CALX	F	0.02%

CSMD Underweight 38 Positions Relative to SMLL

Symbol	Grade	Weight
LBRT	F	-6.17%
SSNC	C	-4.74%
JBI	F	-4.68%
DOCS	C	-3.71%
PCTY	B	-3.66%
RS	B	-3.43%
ZG	A	-3.13%
FOUR	A	-3.08%
WTFC	B	-3.01%
LYFT	C	-2.71%
FRSH	C	-2.63%
APAM	B	-2.61%
RLJ	C	-2.42%
ATR	B	-2.37%
WRBY	A	-2.04%
OSCR	D	-1.95%
LSTR	D	-1.85%
PLOW	F	-1.79%
USPH	B	-1.77%
HAYW	B	-1.76%
PECO	B	-1.56%
MC	B	-1.51%
MCRI	A	-1.51%
SAM	C	-1.32%
NNN	C	-1.3%
CHWY	B	-1.26%
QTWO	A	-1.26%
WSC	F	-1.2%
NWE	C	-1.09%
RBC	A	-1.08%
BECN	B	-1.08%
FBIN	D	-1.07%
RL	C	-1.06%
EWCZ	F	-1.01%
TRUE	C	-0.95%
TMCI	C	-0.91%
CMS	C	-0.88%
REYN	D	-0.74%