The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Congress SMid Growth ETF CSMD
Morningstar’s Analysis CSMD
Will CSMD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Comfort Systems USA Inc | 5.45 | 7.6 Mil | Industrials |
e.l.f. Beauty Inc | 3.99 | 5.6 Mil | Consumer Defensive |
Medpace Holdings Inc | 3.89 | 5.4 Mil | Healthcare |
SPS Commerce Inc | 3.37 | 4.7 Mil | Technology |
CyberArk Software Ltd | 3.31 | 4.6 Mil | Technology |
Entegris Inc | 3.19 | 4.4 Mil | Technology |
First American Treasury Obligs X | 3.13 | 4.4 Mil | Cash and Equivalents |
Tractor Supply Co | 3.12 | 4.3 Mil | Consumer Cyclical |
Williams-Sonoma Inc | 3.08 | 4.3 Mil | Consumer Cyclical |
UFP Technologies Inc | 3.01 | 4.2 Mil | Healthcare |