Professionally Managed Portfolios Etf Profile

CSMD Etf   31.84  0.11  0.34%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Professionally Managed is trading at 31.84 as of the 28th of November 2024, a 0.34 percent down since the beginning of the trading day. The etf's lowest day price was 31.74. Professionally Managed has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Professionally Managed Portfolios are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
Professionally Managed is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on Professionally Managed Portfolios

Moving together with Professionally Etf

  0.91VOT Vanguard Mid CapPairCorr
  0.9IWP iShares Russell MidPairCorr
  0.88ARKK ARK Innovation ETFPairCorr
  0.98IJK iShares SP MidPairCorr
  0.88JKH iShares Morningstar MidPairCorr
  0.92KOMP SPDR Kensho NewPairCorr

Professionally Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSmall & Mid Caps ETFs, Size And Style ETFs, Mid-Cap Growth (View all Sectors)
IssuerCongress Asset Management
Inception Date2023-08-22
Entity TypeRegulated Investment Company
Asset Under Management230.14 Million
Asset TypeEquity
CategorySize and Style
FocusSmall & Mid Caps
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorCongress Asset Management Company, LLP
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerMatt Lagan, Dan Lagan, Nancy Huynh, Nicholas Koup, Ryan Tumbry, Zach Zeller
Transfer AgentU.S. Bancorp Fund Services, LLC
ExchangeNYSE Arca, Inc.
Number of Constituents44.0
Market MakerVirtu Financial
Total Expense0.68
Management Fee0.68
200 Day M A29.1881
Country NameUSA
50 Day M A30.0633
CodeCSMD
Updated At27th of November 2024
Returns Y T D19.89
NameProfessionally Managed Portfolios
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG01J1GV3T8
TypeETF
1y Volatility18.19
Professionally Managed Portfolios [CSMD] is traded in USA and was established null. The fund is listed under Mid-Cap Growth. The entity is thematically classified as Small & Mid Caps ETFs. Professionally Managed currently have in assets under management (AUM). with the current yeild of 0.0%, while the total return for the last year was 30.6%.
Check Professionally Managed Probability Of Bankruptcy

Geographic Allocation (%)

Top Professionally Managed Portfolios Etf Constituents

CWCurtiss WrightStockIndustrials
BJBJs Wholesale ClubStockConsumer Staples
TSCOTractor SupplyStockConsumer Discretionary
VMIValmont IndustriesStockIndustrials
CHHChoice Hotels InternationalStockConsumer Discretionary
TRNOTerreno RealtyStockReal Estate
PENPenumbraStockHealth Care
MEDPMedpace HoldingsStockHealth Care
More Details

Professionally Managed Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Professionally Managed. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Professionally Managed Against Markets

When determining whether Professionally Managed is a strong investment it is important to analyze Professionally Managed's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Professionally Managed's future performance. For an informed investment choice regarding Professionally Etf, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Professionally Managed Portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population.
You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
The market value of Professionally Managed is measured differently than its book value, which is the value of Professionally that is recorded on the company's balance sheet. Investors also form their own opinion of Professionally Managed's value that differs from its market value or its book value, called intrinsic value, which is Professionally Managed's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Professionally Managed's market value can be influenced by many factors that don't directly affect Professionally Managed's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Professionally Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Professionally Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Professionally Managed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.