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CAMLCongress Large Cap Growth ETF

Grow my money2y track recordRanked #1,391 of 2,992 in this goal

Seeks long‑term capital growth.

By Congress · Launched 2023

Annual Cost

0.65%

#3,427 of 5,854 · average

Fund Size

$381M

#1,811 of 5,854 · large

Return (1Y)Goal

+4.3%

Track Record

2 years

#3,043 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,488+4.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 45.0% of fundmoderately concentrated

NVIDIA Corp
6.6%
Apple Inc
5.4%
Alphabet Inc
5.0%
Microsoft Corp
5.0%
Arista Networks Inc
4.7%
Broadcom Inc
4.7%
GE Vernova Inc
3.9%
Eaton Corp PLC
3.4%
Amazon.com Inc
3.2%
Howmet Aerospace Inc
3.2%

Asset allocation

Stocks
98.9%
Cash
1.1%

By sector

Technology
44.7%
Industrials
13.6%
Communication
9.0%
Financial Services
8.8%
Consumer Cyclical
8.3%
Healthcare
6.2%
Real Estate
2.6%
Consumer Defensive
2.3%
Other
4.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.9%Moderate

Year-on-year price swings

Max drawdown
-21.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long‑term capital growth.
Strategy
Actively manages a portfolio primarily invested in equity securities of large-capitalization companies, focusing on growth style and high-quality firms. May invest up to 20% in U.S. dollar-denominated foreign equity securities and has significant exposure to the Information Technology Sector.
Inception date
August 21, 2023
Fund family
Congress

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Data updated on 2026-08-04