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
Health Technology
Retail Trade
Stocks98.10%
Technology Services25.01%
Electronic Technology18.22%
Health Technology13.12%
Retail Trade12.38%
Commercial Services4.46%
Process Industries4.37%
Producer Manufacturing3.81%
Finance3.32%
Energy Minerals3.12%
Non-Energy Minerals2.71%
Distribution Services2.13%
Consumer Services2.05%
Consumer Non-Durables1.88%
Transportation1.52%
Bonds, Cash & Other1.90%
Mutual fund1.79%
Cash0.11%
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