CAML - ETF AI Analysis
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Congress Large Cap Growth ETF (CAML)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Growth-Focused Top Holdings
Several of the largest positions, including major technology and industrial names, have shown strong year-to-date performance, helping support the fund’s overall returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors such as technology, industrials, consumer, financials, health care, and real estate, which helps reduce the impact if one industry struggles.
Healthy Year-To-Date Performance
The fund’s year-to-date performance has been positive, indicating that its large-cap growth strategy has generally worked well so far this year.
Negative Factors
High Technology Concentration
With a large portion of assets in the technology sector, the ETF is more exposed to swings in tech stocks than a more balanced fund would be.
Mixed Results Among Top Holdings
A few major positions, including some well-known technology and social media companies, have shown weak or negative performance this year, which can drag on overall returns.
Higher Expense Ratio
The ETF’s expense ratio is relatively high compared with many broad index funds, meaning more of the fund’s returns are eaten up by fees.
CAML vs. SPDR S&P 500 ETF (SPY)
AUM374.53M
RegionNorth America
Expense Ratio0.65%
Beta1.16
IssuerCongress
Inception DateAug 22, 2023
Dividend Yield<0.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,825
30 Day Avg. Volume25,030
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
49.65Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CAML Summary
The Congress Large Cap Growth ETF (CAML) is an actively managed fund that focuses on large U.S. companies with strong growth potential, rather than tracking a specific index. It leans heavily toward technology and other fast-growing sectors, holding well-known names like Nvidia and Apple. Someone might invest in CAML to seek long-term growth by owning a mix of leading companies across several industries in a single investment. However, because it is concentrated in growth and tech-related stocks, its price can rise and fall sharply with changes in the stock market and investor sentiment toward growth companies.
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
CAML is leaning heavily on U.S. Big Tech and AI, with Microsoft and Nvidia acting as key engines of recent gains as their cloud and chip businesses keep momentum rising. Alphabet and Visa are contributing steady support, while Arista Networks and MongoDB add extra punch from the fast-growing AI and data infrastructure theme. On the flip side, Apple and Broadcom have been more mixed lately, occasionally losing steam and dampening the ride. Overall, this is a tech-centric, U.S.-focused growth story with a few industrial and financial names as supporting cast.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.22% | $30.80M | $5.26T | 22.76% | 76 Outperform | |
| Apple | 6.31% | $23.66M | $4.85T | 41.95% | 79 Outperform | |
| Microsoft | 5.96% | $22.34M | $3.68T | -2.80% | 79 Outperform | |
| Alphabet Class A | 5.55% | $20.81M | $4.12T | 40.57% | 85 Outperform | |
| Broadcom | 4.56% | $17.10M | $1.73T | 0.59% | 76 Outperform | |
| GE Vernova Inc. | 3.30% | $12.36M | $254.95B | 53.03% | 69 Neutral | |
| Arista Networks | 3.25% | $12.17M | $251.73B | 43.19% | 83 Outperform | |
| Amphenol | 3.16% | $11.84M | $206.94B | 41.42% | 78 Outperform | |
| MongoDB | 2.89% | $10.83M | $29.18B | 9.73% | 75 Outperform | |
| Meta Platforms | 2.84% | $10.64M | $1.65T | -14.24% | 76 Outperform |
CAML Technical Analysis
Negative
―
Price Trends
40.18
Negative
39.82
Negative
38.69
Positive
Market Momentum
-0.24
Positive
38.92
Neutral
19.56
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CAML, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 40.22, equal to the 50-day MA of 40.18, and equal to the 200-day MA of 38.69, indicating a neutral trend. The MACD of -0.24 indicates Positive momentum. The RSI at 38.92 is Neutral, neither overbought nor oversold. The STOCH value of 19.56 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CAML.
CAML Peer Comparison
Comparison Results
Performance Comparison
CAML
Congress Large Cap Growth ETF
39.19
1.03
2.70%
QDVO
Amplify CWP Growth & Income ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CARK
CastleArk Large Growth ETF
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IWLG
IQ Winslow Large Cap Growth 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.
DisclaimerThis 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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