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CAML ETF Profile


Family: Congress AMC
Name: Congress Large Cap Growth ETF
Inception Date: 21-Aug-2023
Termination Date:
Investment Objective: The Fund is an actively-managed ETF. The Fund attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The Fund defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000 Growth Index. The Fund invests in companies that are experiencing or will experience earnings growth. The fund employs a "bottom-up" approach to research and stock selection, emphasizing a company's fundamentals and prospects instead of timing significant economic or market cycles. The growth-style approach focuses on companies with established profitability, a history of earnings growth, positive free cash flow, and prudent use of debt and leverage.
Prospectus
Top 10 Holdings
NVIDIA Corp NVDA 6.7200%
Apple Inc AAPL 5.4000%
Microsoft Corp MSFT 5.1400%
Broadcom Inc AVGO 4.5000%
Alphabet Inc GOOGL 4.4700%
Arista Networks Inc ANET 4.2600%
GE Vernova Inc GEV 3.6300%
Howmet Aerospace Inc HWM 3.3900%
Eaton Corp PLC ETN 3.1500%
TJX Cos Inc/The TJX 3.1100%
Top 10 Holdings Weight: 43.8%
Number of Holdings: 39
Shares Outstanding: 9,620,000
Total Net Assets: 368,157,400
NAV: 38.25
Net Expense Ratio: 0.65%
Asset Class: Equities (Stocks)
Developed or Emerging: Developed Market Funds
Country: US
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Market Cap: Large Cap
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Is Currency Hedged: No
US or Ex-US: Domestic
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