CAML vs. LRNZ ETF Comparison

Comparison of Congress Large Cap Growth ETF (CAML) to TrueMark Technology, AI & Deep Learning ETF (LRNZ)

CAML

Congress Large Cap Growth ETF

CAML Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund advisor 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 may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.

Grade (RS Rating)

Last Trade

$34.98

Average Daily Volume

35,461

Number of Holdings ^*

* may have additional holdings in another (foreign) market

LRNZ

TrueMark Technology, AI & Deep Learning ETF

LRNZ Description

LRNZ seeks to provide total return by investing in an actively managed, concentrated portfolio of companies that are signiﬁcantly involved in the application of high levels of artificial intelligence. Intends to serve as a more focused alpha seeking solution to complement traditional technology-based indices Targets companies with leading-edge artificial intelligence, machine learning, or deep learning technology platforms, algorithms, or applications that we believe may provide distinct competitive advantages in an industry historically characterized by a winner-take-all consolidation behavior. Portfolio construction begins with a multi-cap investment universe comprised of secular growth companies, cyclical growth companies, and newly public companies. Actively managed by highly credentialed artificial intelligence specialist with deep field experience and robust Silicon Valley network.

Grade (RS Rating)

Last Trade

$42.87

Average Daily Volume

3,804

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CAML	LRNZ
30 Days	4.11%	10.82%
60 Days	5.49%	12.88%
90 Days	7.60%	12.64%
12 Months	31.33%	32.65%

4 Overlapping Holdings

Symbol	Grade	Weight in CAML	Weight in LRNZ	Overlap
AMZN	C	2.85%	5.13%	2.85%
LLY	F	2.82%	3.72%	2.82%
NOW	B	3.28%	3.55%	3.28%
NVDA	C	5.44%	11.48%	5.44%

CAML Overweight 35 Positions Relative to LRNZ

Symbol	Grade	Weight
AAPL	B	3.53%
COST	B	3.28%
ETN	A	3.18%
META	D	3.15%
MSFT	D	3.06%
ANET	C	2.92%
HWM	B	2.89%
ORLY	B	2.81%
ISRG	C	2.77%
GOOGL	C	2.62%
INTU	C	2.61%
GS	B	2.61%
AJG	A	2.57%
V	A	2.56%
TJX	A	2.55%
SNPS	B	2.51%
BSX	C	2.46%
HD	A	2.33%
CTAS	B	2.33%
BKR	C	2.26%
NFLX	B	2.23%
SHW	A	2.23%
PH	A	2.23%
ECL	D	2.23%
CMG	B	2.17%
NXPI	D	2.05%
PANW	C	2.04%
CRM	B	2.03%
TTD	B	2.02%
MCO	A	1.93%
MLM	B	1.91%
ZTS	D	1.75%
VRTX	D	1.75%
TMO	F	1.6%
ONTO	F	1.42%

CAML Underweight 15 Positions Relative to LRNZ

Symbol	Grade	Weight
CRWD	B	-9.14%
IOT	B	-9.02%
NET	B	-6.41%
AMD	F	-5.23%
ESTC	C	-5.12%
S	B	-4.91%
SNOW	C	-4.8%
DDOG	A	-4.75%
MDB	C	-4.7%
ZS	C	-4.02%
NVO	F	-3.56%
SDGR	C	-1.98%
OKTA	C	-1.87%
ABCL	C	-0.97%
RLAY	F	-0.8%