CLCG - ETF AI Analysis
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Crossmark Large Cap Growth ETF (CLCG)
Rating:76Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Many of the largest positions are well-known large-cap growth names that have delivered strong or improving performance, helping drive the fund’s returns.
Focused Growth Exposure in Technology
A heavy tilt toward technology and other growth-oriented sectors gives investors targeted exposure to areas that have been driving much of the market’s strength.
Negative Factors
High Concentration in a Few Stocks
A small number of holdings make up a large share of the portfolio, which increases the impact if any of those companies run into trouble.
Sector Concentration Risk
With most assets in technology and related sectors, the ETF could be hit hard if growth or tech stocks fall out of favor.
Limited Geographic Diversification
The fund is almost entirely invested in U.S. companies, offering little protection if the U.S. market underperforms other regions.
CLCG vs. SPDR S&P 500 ETF (SPY)
AUM29.19M
RegionNorth America
Expense Ratio0.50%
Beta1.32
IssuerCrossmark
Inception DateJul 23, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,603
30 Day Avg. Volume3,622
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
35.07Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CLCG Summary
The Crossmark Large Cap Growth ETF (CLCG) is an actively managed fund that focuses on fast-growing, large U.S. companies rather than tracking a set index. It leans heavily into technology and other innovative businesses, with well-known holdings like Nvidia and Apple, plus other big names such as Microsoft and Amazon. Someone might consider investing in this ETF if they want long-term growth potential from leading U.S. companies in one diversified basket. However, because it is heavily tilted toward tech and growth stocks, its price can swing a lot and may fall sharply if these types of companies struggle.
How much will it cost me?The Crossmark Large Cap Growth ETF (CLCG) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed, which involves more research and stock selection compared to passively managed ETFs that track an index.
What would affect this ETF?The Crossmark Large Cap Growth ETF (CLCG) could benefit from continued innovation and strong performance in the technology sector, which makes up a significant portion of its holdings, including companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact growth-focused stocks, particularly in sectors like technology and consumer cyclical, which are sensitive to changes in borrowing costs and consumer spending. Regulatory changes targeting large tech firms or financial institutions could also pose risks to the ETF's performance.
CLCG Top 10 Holdings
CLCG is riding a powerful tech wave, with Nvidia, Apple, Alphabet, and Broadcom doing most of the heavy lifting as AI, cloud, and chips stay in the spotlight. Lam Research and Qualcomm are sprinting ahead, adding extra juice to returns, while Microsoft looks a bit mixed and the big payment names, Visa and Mastercard, are losing a bit of steam and quietly tugging on performance. With a heavy tilt toward U.S. mega-cap tech and communication services, this fund is very much a North America–centric bet on Big Tech’s next chapter.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.43% | $4.51M | $5.39T | 57.78% | 76 Outperform | |
| Apple | 13.45% | $3.93M | $4.63T | 55.06% | 79 Outperform | |
| Microsoft | 8.04% | $2.35M | $3.28T | -4.68% | 79 Outperform | |
| Alphabet Class A | 7.81% | $2.28M | $4.37T | 117.74% | 85 Outperform | |
| Broadcom | 5.32% | $1.55M | $2.28T | 87.49% | 76 Outperform | |
| Lam Research | 3.37% | $984.98K | $418.20B | 299.72% | 77 Outperform | |
| Visa | 3.03% | $885.68K | $597.87B | -13.27% | 70 Outperform | |
| Amazon | 2.93% | $856.93K | $2.76T | 24.70% | 71 Outperform | |
| KLA | 2.68% | $781.84K | $267.16B | 163.63% | 77 Outperform | |
| Mastercard | 2.66% | $776.55K | $422.07B | -17.92% | 75 Outperform |
CLCG Technical Analysis
Positive
―
Price Trends
27.30
Positive
26.63
Positive
26.68
Positive
Market Momentum
0.59
Positive
64.81
Neutral
87.17
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CLCG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.99, equal to the 50-day MA of 27.30, and equal to the 200-day MA of 26.68, indicating a bullish trend. The MACD of 0.59 indicates Positive momentum. The RSI at 64.81 is Neutral, neither overbought nor oversold. The STOCH value of 87.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CLCG.
CLCG Peer Comparison
Comparison Results
Performance Comparison
CLCG
Crossmark Large Cap Growth ETF
29.40
4.14
16.39%
PRXG
Praxis Impact Large Cap Growth ETF
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―
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CGGG
Capital Group U.S. Large Growth ETF
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IWFG
IQ Winslow Focused Large Cap Growth ETF
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―
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SGRT
SMART Earnings Growth 30 ETF
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EASY
Liberty One Defensive Dividend 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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