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
$ 370.8 M
ASSETS UNDER MGMT
66 bp
EXPENSES
Fund Basics
| Inception date | Aug 22, 2023 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| NVIDIA CORP | 6.9 % |
| APPLE INC | 5.4 % |
| MICROSOFT CORP | 5.2 % |
| ARISTA NETWORKS, INC. | 4.8 % |
| BROADCOM INC. | 4.7 % |
| ALPHABET INC. CLASS A | 4.4 % |
| GE VERONA | 4.1 % |
| EATON CORP PLC | 3.3 % |
| AMAZON.COM INC | 3.2 % |
| HOWMET AEROSPACE INC. | 3.2 % |
Constituent Breakdown
| Number of holdings | 37 |
| Herfindahl-Hirschman Index | 318 |
| Wgt avg mkt cap (mns) | $1,077,366 |
| Large cap (>$10bn) | 99.2% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 89.7 % |
 |
IRELAND | 3.3 % |
 |
NETHERLANDS | 2.0 % |
 |
CANADA | 1.8 % |
 |
BRITAIN | 1.8 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -7.8% | 10.6% | 6.8% | -- | -- | -- | -- | 13.9% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | -- | -- | -- | -- | 0.1% |
| Total Returns | -7.8% | 10.6% | 6.8% | -- | -- | -- | -- | 14.0% | Ann. Volatility | 17.7% | 20.7% | 19.0% | -- | -- | -- | -- | 17.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.06 | 93% |
| MSCI EAFE | 0.93 | 63% |
| MSCI Emg Mkts | 0.76 | 55% |
Liquidity Measures
| Avg. volume (000) | 23 |
| ADV traded (mns) | $1 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.11% |
Technical Indicators
| 30d moving avg. (EMA) | $37.38 |
| Relative strength (RSI) | 60 |
| MACD/Signal | 0.78/0.52 |
| Bollinger Bands (Upper/Lower) | $40.40/$33.81 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. CAML |
Expenses vs. CAML |
ALTAR Score™ vs. CAML |
|---|---|---|---|---|
| MGK | Vanguard Mega Cap Growth ETF | 45.5% | -59 bp | +1.1% |
| IWY | iShares Russell Top 200 Growth ETF | 43.8% | -46 bp | +1.3% |
| VUG | Vanguard Growth ETF | 43.8% | -62 bp | +1.1% |
| RND | First Trust Bloomberg R&D Leaders ETF | 42.8% | -6 bp | +0.1% |
| IWF | iShares Russell 1000 Growth ETF | 42.8% | -47 bp | +15.3% |
| VONG | Vanguard Russell 1000 Growth ETF | 42.8% | -59 bp | +1.4% |
| PRXG | Praxis Impact Large Cap Growth ETF | 42.6% | -30 bp | +0.8% |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 42.5% | -62 bp | +1.0% |
| BGRO | iShares Large Cap Growth Active ETF | 42.1% | -11 bp | -0.6% |
| ILCG | iShares Morningstar Growth ETF | 42.0% | -62 bp | +0.8% |
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 (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| 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 | 2025 | 2026 | 2027 | |
| 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 4/30/2026
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
3.2%
ALTAR SCORE™
14th
PERCENTILE
AVOID
ETFRC RATING
There are 1,199 funds in the US Equity category with an average
ALTAR Score™ of 5.5% and a standard deviation
of 2.1%. CAML's ALTAR Score™ is approximately -1.1 standard
deviations above the category average. This places CAML in the 14th percentile
among funds in the category.
Sell-Side Consensus
$44.58
PRICE TARGET
+15.7%
UPSIDE