CSMD vs. SURE ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to AdvisorShares Insider Advantage ETF (SURE)
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

$31.25

Average Daily Volume

40,016

Number of Holdings *

43

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

AdvisorShares Insider Advantage ETF

SURE Description Sonora Resources Corp., a mining exploration company, engage in the acquisition, exploration, and development of gold and silver mineral resources in Mexico. It has interests in the Los Amoles property covering 2,166 hectares located in the State of Sonora. The company was formerly known as Nature's Call Brands Inc. and changed its name to Sonora Resources Corp. in May 2011. Sonora Resources Corp. was founded in 2007 and is based in Guadalupe, Mexico.

Grade (RS Rating)

Last Trade

$124.00

Average Daily Volume

548

Number of Holdings *

98

* may have additional holdings in another (foreign) market
Performance
Period CSMD SURE
30 Days 5.72% 3.48%
60 Days 4.62% 5.85%
90 Days 5.29% 6.38%
12 Months 28.13% 26.78%
3 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in SURE Overlap
CDW F 1.94% 0.89% 0.89%
CHH A 1.69% 1.09% 1.09%
WSM C 2.35% 0.86% 0.86%
CSMD Overweight 40 Positions Relative to SURE
Symbol Grade Weight
FIX A 4.4%
CYBR A 3.72%
CW C 3.4%
SPSC D 3.1%
VMI B 3.09%
PTC B 2.92%
TSCO D 2.88%
STRL A 2.85%
BJ A 2.69%
SUM B 2.62%
PBH A 2.59%
MEDP D 2.57%
WHD B 2.52%
UFPT C 2.51%
PODD C 2.46%
HALO F 2.45%
AZEK A 2.42%
MORN 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%
RRC B 1.93%
OLLI D 1.88%
STE D 1.87%
LECO C 1.86%
POOL C 1.85%
KNSL B 1.75%
AVY F 1.75%
SMPL B 1.67%
WERN C 1.61%
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 95 Positions Relative to SURE
Symbol Grade Weight
TRGP A -1.33%
UNM A -1.25%
BKNG A -1.22%
ALSN B -1.22%
PRDO B -1.2%
PJT A -1.19%
JEF A -1.16%
CRM B -1.15%
GWW B -1.14%
SEIC B -1.13%
LNG A -1.11%
MDU D -1.11%
MAR A -1.11%
OVV B -1.11%
EA A -1.11%
HLNE B -1.1%
BYD B -1.09%
NVDA B -1.09%
MO A -1.08%
HLT A -1.07%
ODFL C -1.05%
HPQ B -1.05%
CSCO B -1.05%
FOXA A -1.05%
EXP B -1.05%
VLO C -1.04%
CTS C -1.04%
ADP A -1.04%
GEN B -1.04%
LPX B -1.04%
MKTX D -1.03%
HIG B -1.03%
HES B -1.03%
BR A -1.03%
TT A -1.02%
PTEN C -1.02%
CTAS B -1.02%
WH B -1.02%
MA B -1.02%
AIG B -1.02%
GOOGL C -1.01%
AMG B -1.01%
URI C -1.01%
ETN A -1.01%
ATKR D -1.01%
COP C -1.01%
DRI B -1.0%
GL C -1.0%
CSL C -1.0%
CF A -1.0%
ACN B -0.99%
EOG A -0.99%
REG A -0.98%
WAB B -0.98%
NRG B -0.98%
AFL B -0.97%
GNTX C -0.97%
BDC C -0.96%
CAT B -0.96%
RNR C -0.96%
CB C -0.96%
VNT C -0.96%
SYY D -0.95%
DVN F -0.95%
MLM C -0.95%
SHW B -0.95%
MDT D -0.94%
CBOE C -0.94%
META D -0.94%
ROST D -0.93%
HRB D -0.93%
LVS B -0.93%
MTG C -0.93%
NTAP C -0.93%
MMM D -0.93%
MCO B -0.93%
AVT C -0.91%
EBAY D -0.91%
OLN F -0.9%
LMT D -0.89%
MPC D -0.89%
QCOM F -0.89%
IRDM D -0.89%
PHM D -0.88%
CI D -0.86%
COKE C -0.86%
CL D -0.85%
ADM D -0.85%
KO D -0.84%
DHR F -0.82%
MRK D -0.82%
AMAT F -0.82%
LRCX F -0.81%
HCA F -0.81%
KLAC F -0.72%
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