CAML
Congress Large Cap Growth ETF
CAML is an actively managed fund that seeks long-term capital growth through investments in large-cap companies believed to be experiencing or will experience earnings growth.
US
EQUITY
Active
MANAGEMENT STYLE
343.1 M
ASSETS UNDER MGMT
66 bp
EXPENSES
Fund Basics
| Fund sponsor | Lagan Holding Co. Trust |
| Category | US |
| Asset class | Equity |
| Website | link... |
| Inception date | Aug 22, 2023 |
| Assets (mns) | $343 |
| Expense ratio | 66 bp |
| Currency | USD |
Sector Breakdown
Fund Structure
| Regulation | Open-Ended Fund |
| Distributions | Annually |
| Taxation | 1099 |
| Stock selection | Proprietary |
| Weighting | Proprietary |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| NVIDIA CORP | 6.6 % |
| APPLE INC | 5.3 % |
| ARISTA NETWORKS, INC. | 4.2 % |
| MICROSOFT CORP | 4.1 % |
| BROADCOM INC. | 4.1 % |
| ALPHABET INC. CLASS A | 3.7 % |
| META PLATFORMS INC | 3.1 % |
| GOLDMAN SACHS GROUP INC | 3.1 % |
| EATON CORP PLC | 2.9 % |
| AMAZON.COM INC | 2.9 % |
Constituent Breakdown
| Number of holdings | 39 |
| Herfindahl-Hirschman Index | 299 |
| Wgt avg mkt cap (mns) | $1,109,811 |
| Large cap (>$10bn) | 99.2% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.2% |
| Emerging mkts. | 0.0% |
Country Exposure
 |
UNITED STATES | 93.8 % |
 |
IRELAND | 2.9 % |
 |
CANADA | 2.5 % |
Historical Performance
Standardized Performance (as of 10/31/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 16.8% | 20.0% | 27.9% | -- | -- | -- | -- | 23.3% |
| Dividend Yield | 0.0% | 0.0% | 0.1% | -- | -- | -- | -- | 0.1% |
| Total Returns | 16.8% | 20.0% | 28.0% | -- | -- | -- | -- | 23.4% | Ann. Volatility | 22.5% | 21.8% | 18.5% | -- | -- | -- | -- | 18.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.06 | 79% |
| MSCI EAFE | 0.38 | 13% |
| MSCI Emg Mkts | 0.17 | 2% |
Liquidity Measures
| Avg. volume (000) | 27 |
| ADV traded (mns) | $1 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.09% |
Technical Indicators
| Recent close | $39.67 |
| 30d moving avg. | $38.90 |
| Annualized volatility | 14.3% |
| Relative strength (RSI) | 59 |
| Short interest | 0.1% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. |
Expenses vs. |
ALTAR Score™ vs. |
|---|---|---|---|---|
| GGUS | Marketbeta Russell 1000 Growth Equity ETF | 45.1% | -54 bp | +4.4% |
| RND | First Trust Bloomberg R&D Leaders ETF | 44.7% | -6 bp | +3.2% |
| DYNF | BlackRock U.S. Equity Factor Rotation ETF | 43.9% | -36 bp | +4.3% |
| MGK | Vanguard Mega Cap Growth ETF | 43.0% | -59 bp | +4.1% |
| VOOG | Vanguard S&P 500 Growth ETF | 42.5% | -59 bp | +4.0% |
| SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 42.5% | -51 bp | +4.0% |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 42.4% | -62 bp | +4.0% |
| IVW | iShares S&P 500 Growth ETF | 42.3% | -48 bp | +3.9% |
| JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 42.0% | -51 bp | +4.5% |
| AGRW | Allspring LT Large Growth ETF | 41.9% | -31 bp | +3.4% |
Risk and Returns: CAML vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2024 | 2025 | 2026 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 11/3/2025
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may be less relevant.
ALTAR Score™
CAML
3.5%
Cat. Avg
5.6%
ALTAR Score™ Calculation
Category Overview
There are 997 funds in the US Equity category, with an average ALTAR Score™
of 5.6% and a standard deviation of
2.4%. CAML's ALTAR Score™ is approximately
0.9 standard deviations
below
the category average. This places CAML in the 18th percentile among funds in the category.
Sell Side Consensus Rating
Sell-side recommendations on the ETF's individual constituents
CAMLSELL
U/W
HOLD
O/W
BUY
Expense Analysis
| Peer Group | Active US Equity ETFs |
| # of ETFs | 402 |
| Avg. Expense Ratio | 63.7 bp |
| Std. Deviation | 35.5 bp |
| CAML (66 bp) Percentile rank | 52 |
Peer Group Expense Ratio Distribution
Total Cost of Ownership (TCO) Comparison
| Expense (bp) (A) |
Avg. Bid/Ask (bp) (B) |
TCO (bp) (A)+(B) |
|
|---|---|---|---|
| CAML | 66.0 | 9.0 | 75.0 |
| Peer Avg. | 63.7 | 20.8 | 84.5 |
For a detailed cost analysis of this and any other ETF use the TCO Comparison Tool .