CAML vs. PGRO ETF Comparison

Comparison of Congress Large Cap Growth ETF (CAML) to Putnam Focused Large Cap Growth ETF (PGRO)

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

$34.96

Average Daily Volume

35,289

Number of Holdings ^*

* may have additional holdings in another (foreign) market

PGRO

Putnam Focused Large Cap Growth ETF

PGRO Description

The investment seeks capital appreciation. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Under normal circumstances, it invests at least 80% of the fundâs net assets in companies of a size similar to those in the Russell 1000 Growth Index. The fundâs investment manager, Putnam Investment Management, LLC (Putnam Management) may consider, among other factors, a companyâs valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. It is non-diversified.

Grade (RS Rating)

Last Trade

$37.79

Average Daily Volume

4,000

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CAML	PGRO
30 Days	4.17%	3.67%
60 Days	5.94%	5.17%
90 Days	7.34%	7.43%
12 Months	31.31%	35.58%

15 Overlapping Holdings

Symbol	Grade	Weight in CAML	Weight in PGRO	Overlap
AAPL	C	3.53%	10.98%	3.53%
AMZN	C	2.85%	8.36%	2.85%
CMG	B	2.17%	1.92%	1.92%
COST	B	3.28%	2.01%	2.01%
CRM	B	2.03%	2.11%	2.03%
GOOGL	C	2.62%	5.27%	2.62%
ISRG	A	2.77%	1.89%	1.89%
LLY	F	2.82%	3.41%	2.82%
META	D	3.15%	3.97%	3.15%
MSFT	F	3.06%	12.43%	3.06%
NFLX	A	2.23%	2.21%	2.21%
NOW	A	3.28%	1.4%	1.4%
NVDA	C	5.44%	11.08%	5.44%
SHW	A	2.23%	1.46%	1.46%
V	A	2.56%	1.91%	1.91%

CAML Overweight 24 Positions Relative to PGRO

Symbol	Grade	Weight
ETN	A	3.18%
ANET	C	2.92%
HWM	A	2.89%
ORLY	B	2.81%
INTU	C	2.61%
GS	A	2.61%
AJG	B	2.57%
TJX	A	2.55%
SNPS	B	2.51%
BSX	B	2.46%
HD	A	2.33%
CTAS	B	2.33%
BKR	B	2.26%
PH	A	2.23%
ECL	D	2.23%
NXPI	D	2.05%
PANW	C	2.04%
TTD	B	2.02%
MCO	B	1.93%
MLM	B	1.91%
ZTS	D	1.75%
VRTX	F	1.75%
TMO	F	1.6%
ONTO	D	1.42%

CAML Underweight 17 Positions Relative to PGRO

Symbol	Grade	Weight
AVGO	D	-4.19%
MA	C	-3.4%
ORCL	B	-2.23%
CDNS	B	-1.71%
UBER	D	-1.62%
TSLA	B	-1.61%
AMT	D	-1.6%
AMAT	F	-1.55%
TT	A	-1.5%
WCN	A	-1.38%
DHR	F	-1.29%
CSGP	D	-1.11%
TDG	D	-1.1%
LYV	A	-0.93%
SPOT	B	-0.84%
DKNG	B	-0.84%
IDXX	F	-0.78%