CSMD Congress SMID Growth ETF
Issuer
Congress
Inception
Aug 21, 2023
AUM
$481.1M
Expense ratio
0.68%
Yield
—
Asset class
Equity
Holdings
10
Last price
$33.64
The Congress SMid Growth ETF aims to deliver significant long-term returns by focusing its investments on companies that are either currently demonstrating strong earnings growth or are projected to do so.
+5.1%
2025-11-13low 29.68 · high 36.522026-11-13
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| CSMD | -2.0% | -7.3% | +6.4% | +6.1% | +13.1% | +6.1% |
| Equity average (4725 funds) | -2.2% | -4.1% | +2956.9% | +1840.9% | +14.0% | +2.2% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$26K net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| KRMN Karman Holdings Inc | 1.74% | $1.0M | $0 |
| SEI Solaris Energy Infrastructure Inc | 1.87% | $542K | $0 |
| NVT nVent Electric PLC | 1.92% | $339K | $0 |
| MIR Mirion Technologies Inc | 2.29% | $312K | $0 |
| BOOT Boot Barn Holdings Inc | 1.77% | $271K | $0 |
| HWKN Hawkins Inc | 1.99% | $262K | $0 |
| UMBF UMB Financial Corp | 2.02% | $203K | $1.2M |
| TMDX TransMedics Group Inc | 1.92% | $109K | $385K |
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | RBRK Rubrik Inc | 3.94% |
| 2 | HALO Halozyme Therapeutics Inc | 3.49% |
| 3 | RGEN Repligen Corp | 3.27% |
| 4 | BJ BJ's Wholesale Club Holdings Inc | 3.16% |
| 5 | MEDP Medpace Holdings Inc | 3.15% |
| 6 | UFPT UFP Technologies Inc | 3.14% |
| 7 | VMI Valmont Industries Inc | 3.03% |
| 8 | LGND Ligand Pharmaceuticals Inc | 2.88% |
| 9 | IOT Samsara Inc | 2.83% |
| 10 | AMRX Amneal Pharmaceuticals Inc | 2.82% |
| 11 | ELF elf Beauty Inc | 2.77% |
| 12 | RRC Range Resources Corp | 2.73% |
| 13 | ENTG Entegris Inc | 2.63% |
| 14 | STE STERIS PLC | 2.53% |
| 15 | RMBS Rambus Inc | 2.53% |
| 16 | LECO Lincoln Electric Holdings Inc | 2.32% |
| 17 | MIR Mirion Technologies Inc | 2.29% |
| 18 | AFRM Affirm Holdings Inc | 2.27% |
| 19 | PJT PJT Partners Inc | 2.12% |
| 20 | NOVT Novanta Inc | 2.07% |
| 21 | UMBF UMB Financial Corp | 2.02% |
| 22 | CRS Carpenter Technology Corp | 2.00% |
| 23 | HWKN Hawkins Inc | 1.99% |
| 24 | CW Curtiss-Wright Corp | 1.96% |
| 25 | TMDX TransMedics Group Inc | 1.92% |
| 26 | NVT nVent Electric PLC | 1.92% |
| 27 | FROG JFrog Ltd | 1.91% |
| 28 | MSGE Madison Square Garden Entertainment Corp | 1.90% |
| 29 | EXLS ExlService Holdings Inc | 1.89% |
| 30 | SEI Solaris Energy Infrastructure Inc | 1.87% |
| 31 | NBIX Neurocrine Biosciences Inc | 1.82% |
| 32 | OLLI Ollie's Bargain Outlet Holdings Inc | 1.78% |
| 33 | BOOT Boot Barn Holdings Inc | 1.77% |
| 34 | KRMN Karman Holdings Inc | 1.74% |
| 35 | CDW CDW Corp/DE | 1.70% |
| 36 | FND Floor & Decor Holdings Inc | 1.66% |
| 37 | TRNO Terreno Realty Corp | 1.60% |
| 38 | PLXS Plexus Corp | 1.54% |
| 39 | AVY Avery Dennison Corp | 1.50% |
| 40 | KRYS Krystal Biotech Inc | 1.41% |
| 41 | MYRG MYR Group Inc | 1.37% |
| 42 | STRL Sterling Infrastructure Inc | 1.36% |
| 43 | BMI Badger Meter Inc | 1.33% |
| 44 | BROS Dutch Bros Inc | 1.22% |
| 45 | DOCN DigitalOcean Holdings Inc | 1.15% |
| 46 | CRDO Credo Technology Group Holding Ltd | 0.85% |
| 47 | FXFXX First American Treasury Obligations Fund 01/01/2040 | 0.80% |
| 48 | CSMD Cash & Other | 0.04% |
Sector breakdown
Healthcare27.5%
Technology23.5%
Industrials17.2%
Consumer Defensive8.0%
Financial Services7.0%
Consumer Cyclical6.7%
Energy4.4%
Basic Materials2.1%
Communication Services1.9%
Real Estate1.7%
Country breakdown
United States98.1%
United Kingdom1.9%
Distributions
| Date | Per unit |
|---|---|
| Dec 12, 2024 | $0.0002 |
| Dec 11, 2023 | $0.0057 |
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in CSMD in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error