Key stats
About Professionally Managed Portfolios Congress Large Cap Growth ETF
Expense ratio
0.65%
Home page
Inception date
Aug 22, 2023
CAML actively manages a portfolio of domestic large-cap growth stocks. The fund's investment approach combines a growth style and a bottom-up, fundamental research. Stock selection focuses on high-quality companies with above-average earnings growth and free cash flows. Key factors considered include established profitability, a history of earnings growth, positive free cash flow, and prudent debt use. Equity investments encompass ETFs, common stocks, and preferred stocks, with up to 20% possibly held in ADRs and GDRs representing minor interest foreign securities. Additionally, the fund may hold small- and mid-cap companies, with total exposure capped at 20%. Stocks are divested when growth indicators decline or if there's a shift in the investment rationale.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Retail Trade
Health Technology
Stocks99.08%
Technology Services28.52%
Electronic Technology21.41%
Retail Trade13.21%
Health Technology11.07%
Finance5.09%
Commercial Services4.59%
Consumer Services4.21%
Process Industries4.13%
Producer Manufacturing2.98%
Industrial Services2.13%
Non-Energy Minerals1.72%
Bonds, Cash & Other0.92%
Mutual fund0.93%
Cash−0.01%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history