— Know what they know.
Not Investment Advice

CSMD

Congress SMID Growth ETF
1W: +1.1% 1M: +2.7% 3M: -4.0% YTD: +7.6% 1Y: +3.6% 3Y: +42.9%
$34.60
+0.61 (+1.79%)
 
Weekly Expected Move ±1.9%
$33 $34 $35 $35 $36
ETF AMEX · AUM $502.7M
Key Statistics
AUM$503M
Holdings47
Top 10 Wt32.3%
Volume24,495
Avg Volume39,844
Beta1.16
Portfolio Fundamentals
P/E35.0
P/B6.4
Div Yield0.31%
ROE19.2%
% Profitable88%
Inception2023-08-21
Sector Allocation
Healthcare 25.9%
Technology 24.2%
Industrials 18.3%
Consumer Defensive 6.7%
Financial Services 6.3%
Consumer Cyclical 5.9%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Rubrik Inc RBRK 4.08% $19.2M 168,042
2 Halozyme Therapeutics Inc HALO 3.82% $18.0M 163,002
3 Repligen Corp RGEN 3.77% $17.8M 92,450
4 Valmont Industries Inc VMI 3.31% $15.6M 33,712
5 Rambus Inc RMBS 3.17% $14.9M 139,787
6 UFP Technologies Inc UFPT 3.04% $14.3M 48,291
7 Medpace Holdings Inc MEDP 2.99% $14.1M 22,562
8 Ligand Pharmaceuticals Inc LGND 2.84% $13.4M 42,910
9 nVent Electric PLC NVT 2.66% $12.5M 78,163
10 Entegris Inc ENTG 2.64% $12.4M 80,788

Recent Holding Changes

Date Holding Change Details
2026-10-02 UFPT Changed 48359 → 48291
2026-10-02 CW Changed 19367 → 19341
2026-10-02 DOCN Changed 59938 → 59852
2026-10-02 MSGE Changed 113820 → 113658
2026-10-02 ENTG Changed 80904 → 80788

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms