Congress SMid Growth ETF (CSMD)
ARCA ARCA Primary Summary
CSMD Chart
CSMD: Too Expensive On Several Fronts, But This SMID Growth ETF Is One To Watch
The Congress SMID Growth ETF is a relatively new actively managed fund holding 42 small- and mid-cap stocks based on their growth features. Although new, Congress Asset Management's mutual funds, particularly its small cap ones, have a solid track record of outperforming low-cost benchmarks like the Vanguard Small Cap Growth ETF. CSMD's selections have an impressive 15.51% estimated one-year EPS growth rate and an earnings revision score that ranks #1 among growth ETFs with a weighted market cap below $15 billion.
Congress SMid Growth ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 16,447 | $524,406.75 | $565,776.8 | $41,370.05 | 7.89% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 272,040 | $8.05M | $9.39M | $1.34M | 16.59% |
 Marc White Clarendon Private LLC | 138,990 | $4.27M | $4.82M | $557,471.15 | 13.07% |
 Staci Compagno Portside Wealth Group, LLC | 84,856 | $2.61M | $2.92M | $308,045.42 | 11.82% |
 Norden Group LLC NORDEN GROUP LLC | 16,183 | $484,110.33 | $556,047.88 | $71,937.55 | 14.86% |
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Congress SMid Growth ETF Profile
| ARCA Exchange | US Country |
Overview
This actively-managed exchange-traded fund (ETF) aims to fulfill its investment objective by allocating at least 80% of its net assets, in addition to any borrowings for investment purposes, to equity securities of small and mid-capitalization companies. The focus is primarily on investing in publicly traded stocks of U.S. companies that the adviser identifies as having a small to mid-size market capitalization, indicating a strategy aimed at tapping into the potential growth opportunities within this segment of the market.
Products and Services
- Actively-Managed Exchange-Traded Fund (ETF)
The fund operates as an ETF with an active management strategy, distinguishing it from passively managed funds that merely track a market index. This approach allows for dynamic adjustments in the portfolio, aiming to capitalize on market opportunities and manage risks associated with small and mid-cap investments.
- Equity Investments in Small and Mid-Cap Companies
At least 80% of the fund's assets are invested in the equity securities of small to mid-capitalization companies. This investment focus seeks to leverage the growth potential and market adaptability often found within these segments, accentuating an investment philosophy geared towards companies which the advisor believes have significant room for growth and valuation improvements.
