Mid-Cap Growth · NYSE ARCA · USD · Data as of 2026-05-15
AUM
$433.26M
Expense ratio
0.68%
Yield
0.00%
YTD return
+2.66%
Last price
$33.37
Unclassified · Coverage 63% · low
Today
62.9
Outlook
54.3
Block A (composite-derived)
52.5
Block C (market behavior)
70.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
52.5
Coverage 63% · medium
Liquidity
—
Expenses
45.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
55.0
Smart Money
66.1
Activist
100.0
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Professionally Managed Portfolios (CSMD) is an exchange-traded fund from Congress in the Mixed asset class. Launched in 2023. Assets under management: 433,262,752.
Bullish Whales composite rating: 52 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: activist exposure, smart-money flow, concentration.
Annualized one-year realized volatility 152%, classified high. Weakest axes: dividend, expenses.
Top-10 weight 0%, diversified, led by NVT.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, smart_money_scoreetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yCongress SMID Growth ETF is an exchange-traded fund designed to track the performance of small- to mid-capitalization growth companies. The primary purpose of this ETF is to provide investors with exposure to a diversified portfolio of growth-oriented enterprises that exhibit potential for above-average expansion. Companies within this fund are primarily from various sectors such as technology, healthcare, and consumer discretionary, known for their dynamic growth potential and innovative approaches. Notable features of the Congress SMID Growth ETF include its focus on firms with market capitalizations generally between $2 billion and $10 billion. This focus enables the fund to tap into a niche segment of the market that often provides a balance of growth potential and volatility compared to larger, established enterprises. As an ETF, it offers liquidity and flexibility to investors, facilitating easy entry and exit points compared to traditional mutual funds. In the financial market, Congress SMID Growth ETF holds a significant role by offering diversification for portfolios via access to a variety of burgeoning companies, mitigating risk through allocation across multiple industries, and providing a mechanism for capitalizing on the growth trends influencing the small and mid-cap sectors.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $433,262,752. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for CSMD are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.