CSMD - Congress SMID Growth ETF Analysis | Stock Taper
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CSMD

Congress SMID Growth ETF
Congress SMID Growth ETF Congress
$34.07 -3.21% (-1.13)

Managing Company Congress
Asset Under Management $466.39M
Inception Date Aug 20, 2023
Expense Ratio 0.68%
52w High $35.38
52w Low $29.53
Volume 10,145
Avg Volume 83,288
Asset Class Equity

About Congress SMID Growth ETF

The Congress SMid Growth ETF (the “SMid Fund” or “Fund”) seeks long-term capital appreciation. The Fund invests in companies that we believe are experiencing or will experience earnings growth, employing a “bottom-up” approach to research and stock selection, emphasizing a company’s fundamentals and prospects.

SECTOR HOLDINGS

Industrials Industrials
31.10%
Technology Technology
25.34%
Healthcare Healthcare
14.56%
Consumer Cyclical Consumer Cyclical
8.75%
Consumer Defensive Consumer Defensive
6.78%
Financial Services Financial Services
3.71%
Energy Energy
3.61%
Cash & Others Cash & Others
2.58%
Basic Materials Basic Materials
2.02%
Real Estate Real Estate
1.56%

ASSET ALLOCATION BY REGION

United States flag United States
87.21%
United Kingdom flag United Kingdom
5.19%
Other
4.13%
Ireland flag Ireland
2.13%
Cayman Islands flag Cayman Islands
1.34%