CAML - ETF AI Analysis
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Congress Large Cap Growth ETF (CAML)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Top-Holding Performance
Several of the largest positions, including Nvidia, Arista Networks, Broadcom, GE Vernova, and Eaton, have shown strong gains this year, helping support the fund’s overall results.
Growth-Oriented Sector Tilt
Heavy exposure to technology and other growth sectors positions the ETF to benefit when growth stocks are in favor.
Broad Industry Diversification
Holdings spread across multiple sectors such as technology, industrials, consumer, financials, and health care help reduce the impact if any one industry struggles.
Negative Factors
High Technology Concentration
A large portion of the portfolio is in technology stocks, which can increase volatility if that sector experiences a downturn.
Mixed Performance Among Mega-Cap Holdings
Some major positions like Apple and Microsoft have shown weak performance this year, which can drag on the fund if the softness continues.
Higher-Than-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of going to investors.
CAML vs. SPDR S&P 500 ETF (SPY)
AUM375.35M
RegionNorth America
Expense Ratio0.65%
Beta1.13
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. Volume19,833
30 Day Avg. Volume37,185
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
46.47Price 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) invests in large, well-known U.S. companies that are expected to grow faster than the overall market. It doesn’t track a set index, but instead is actively managed to pick growth-focused leaders, with a heavy tilt toward technology and other innovative sectors. Well-known holdings include Nvidia, Apple, and Microsoft. Someone might invest in CAML to seek long-term growth and to get diversified exposure to many top U.S. growth companies in a single fund. A key risk is that it is heavily exposed to tech and growth stocks, so its price can rise and fall more than the broader market.
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 hard into U.S. growth stories, with a clear tech-and-AI backbone. Nvidia, Broadcom, and Arista Networks are the main engines right now, all rising on the back of AI and cloud demand. GE Vernova and Eaton are also climbing, giving the fund an industrial and energy-transition twist rather than pure Big Tech. Microsoft and Apple look steadier, with Apple regaining its footing and Microsoft showing more mixed momentum. Overall, performance is being driven by a concentrated group of U.S. tech and industrial winners.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.57% | $24.67M | $4.82T | 74.38% | 76 Outperform | |
| Apple | 5.57% | $20.90M | $4.06T | 39.19% | 79 Outperform | |
| Microsoft | 5.08% | $19.06M | $3.07T | -5.17% | 79 Outperform | |
| Alphabet Class A | 5.01% | $18.80M | $4.62T | 133.39% | 85 Outperform | |
| Broadcom | 4.69% | $17.60M | $1.97T | 107.50% | 76 Outperform | |
| Arista Networks | 4.67% | $17.52M | $217.36B | 90.99% | 83 Outperform | |
| GE Vernova Inc. | 3.84% | $14.42M | $288.59B | 167.75% | 69 Neutral | |
| Eaton | 3.33% | $12.49M | $163.90B | 41.48% | 75 Outperform | |
| Amazon | 3.23% | $12.13M | $2.93T | 45.99% | 71 Outperform | |
| Howmet Aerospace | 3.14% | $11.77M | $96.05B | 55.31% | 67 Neutral |
CAML Technical Analysis
Positive
―
Price Trends
37.04
Positive
37.57
Positive
37.91
Positive
Market Momentum
0.65
Positive
59.90
Neutral
62.04
Neutral
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 38.26, equal to the 50-day MA of 37.04, and equal to the 200-day MA of 37.91, indicating a bullish trend. The MACD of 0.65 indicates Positive momentum. The RSI at 59.90 is Neutral, neither overbought nor oversold. The STOCH value of 62.04 is Neutral, 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
38.79
5.77
17.47%
TGRW
T. Rowe Price Growth Stock ETF
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QDVO
Amplify CWP Growth & Income ETF
―
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CNEQ
Alger Concentrated Equity 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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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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