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CAML - AI Analysis
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Congress Large Cap Growth ETF (CAML)
Rating:76Outperform
Price Target:
$44.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the ETF's returns.
Technology Sector Leadership
With significant exposure to the high-performing technology sector, the ETF benefits from growth in innovative industries.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating strong momentum in its portfolio.
Negative Factors
High Sector Concentration
Over 43% of the fund is allocated to technology, making it vulnerable to downturns in this single sector.
Limited Geographic Diversification
The ETF is heavily concentrated in U.S. companies, offering little exposure to international markets.
Above-Average Expense Ratio
The fund's expense ratio is higher than many similar ETFs, which could reduce net returns for investors over time.
CAML vs. SPDR S&P 500 ETF (SPY)
AUM345.38M
RegionNorth America
Expense Ratio0.65%
Beta1.13
IssuerCongress
Inception DateAug 22, 2023
Dividend Yield0.09%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume24,383
30 Day Avg. Volume23,666
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
44.63Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering41
CAML Summary
The Congress Large Cap Growth ETF (CAML) is an investment fund focused on large, established companies in the U.S. that are expected to grow their earnings faster than average. It includes industry leaders like Nvidia and Apple, making it a great choice for investors looking for long-term growth potential. With a strong focus on technology and other dynamic sectors, this ETF offers a chance to diversify your portfolio while targeting companies with proven success and future promise. However, since it heavily invests in tech stocks, its performance can be sensitive to changes in the technology sector or broader market trends.
How much will it cost me?The Congress Large Cap Growth ETF (Ticker: CAML) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, which typically involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Congress Large Cap Growth ETF (CAML) could benefit from continued innovation and strong earnings growth in the technology sector, which makes up a significant portion of its holdings, including companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-focused investments, particularly in sectors like technology and consumer cyclical. Additionally, regulatory changes targeting large-cap tech companies in the U.S. could pose risks to the ETF's performance.
CAML Top 10 Holdings
The Congress Large Cap Growth ETF leans heavily on technology, with nearly half of its portfolio in this sector, making it a key driver of performance. Nvidia and Alphabet are rising stars, fueled by their leadership in AI and cloud services, while Broadcom’s focus on AI semiconductors adds momentum. However, Meta Platforms has been lagging recently, weighed down by regulatory challenges and high expenses. Apple and Microsoft remain steady contributors, offering stability amid the fund’s tech-heavy tilt. With its U.S.-centric exposure, the ETF is positioned to ride the wave of innovation but faces risks from sector concentration.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.50% | $22.40M | $5.03T | 48.59% | 85 Outperform | |
| Apple | 5.22% | $18.00M | $4.00T | 17.21% | 78 Outperform | |
| Microsoft | 4.22% | $14.54M | $4.03T | 25.20% | 83 Outperform | |
| Arista Networks | 4.14% | $14.26M | $203.65B | 63.67% | 83 Outperform | |
| Broadcom | 4.06% | $13.98M | $1.82T | 118.51% | 76 Outperform | |
| Meta Platforms | 3.57% | $12.32M | $1.89T | 27.01% | 82 Outperform | |
| Alphabet Class A | 3.48% | $11.99M | $3.32T | 57.38% | 82 Outperform | |
| Goldman Sachs Group | 3.06% | $10.53M | $237.05B | 49.32% | 71 Outperform | |
| Eaton | 2.88% | $9.91M | $150.95B | 13.11% | 79 Outperform | |
| Dell Technologies | 2.86% | $9.85M | $110.00B | 26.43% | 65 Neutral |
CAML Technical Analysis
Positive
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Price Trends
38.47
Positive
37.54
Positive
35.54
Positive
Market Momentum
0.35
Negative
66.94
Neutral
95.60
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CAML, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.95, equal to the 50-day MA of 38.47, and equal to the 200-day MA of 35.54, indicating a bullish trend. The MACD of 0.35 indicates Negative momentum. The RSI at 66.94 is Neutral, neither overbought nor oversold. The STOCH value of 95.60 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CAML.
CAML Peer Comparison
Comparison Results
Performance Comparison
CAML
Congress Large Cap Growth ETF
39.98
6.94
21.00%
TGRT
T. Rowe Price Growth ETF
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IWLG
IQ Winslow Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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LRGG
Macquarie Focused Large Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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