CAML vs. XLI ETF Comparison

Comparison of Congress Large Cap Growth ETF (CAML) to SPDR Select Sector Fund - Industrial (XLI)

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

$34.94

Average Daily Volume

35,294

Number of Holdings ^*

* may have additional holdings in another (foreign) market

XLI

SPDR Select Sector Fund - Industrial

XLI Description

The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Industrial Select Sector Index. The fund invests at least 95% of its assets in the securities comprising the index. The index includes companies from the following industries: aerospace & defense; industrial conglomerates; machinery; road & rail; air freight & logistics; commercial services & supplies; professional services; electrical equipment; construction & engineering; trading companies & distributors; airlines; and building products. It is non-diversified.

Grade (RS Rating)

Last Trade

$142.02

Average Daily Volume

7,570,811

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CAML	XLI
30 Days	3.13%	2.62%
60 Days	6.07%	5.98%
90 Days	7.28%	9.18%
12 Months	31.23%	34.66%

4 Overlapping Holdings

Symbol	Grade	Weight in CAML	Weight in XLI	Overlap
CTAS	B	2.33%	1.73%	1.73%
ETN	A	3.18%	3.35%	3.18%
HWM	A	2.89%	1.08%	1.08%
PH	A	2.23%	2.09%	2.09%

CAML Overweight 35 Positions Relative to XLI

Symbol	Grade	Weight
NVDA	B	5.44%
AAPL	C	3.53%
NOW	A	3.28%
COST	A	3.28%
META	D	3.15%
MSFT	D	3.06%
ANET	C	2.92%
AMZN	C	2.85%
LLY	F	2.82%
ORLY	B	2.81%
ISRG	A	2.77%
GOOGL	C	2.62%
INTU	B	2.61%
GS	A	2.61%
AJG	A	2.57%
V	A	2.56%
TJX	A	2.55%
SNPS	B	2.51%
BSX	A	2.46%
HD	B	2.33%
BKR	A	2.26%
NFLX	A	2.23%
SHW	B	2.23%
ECL	D	2.23%
CMG	B	2.17%
NXPI	D	2.05%
PANW	B	2.04%
CRM	B	2.03%
TTD	B	2.02%
MCO	B	1.93%
MLM	C	1.91%
ZTS	D	1.75%
VRTX	D	1.75%
TMO	F	1.6%
ONTO	F	1.42%

CAML Underweight 73 Positions Relative to XLI

Symbol	Grade	Weight
GE	D	-4.5%
CAT	B	-4.37%
RTX	D	-3.68%
UBER	F	-3.5%
HON	C	-3.5%
UNP	C	-3.34%
ADP	A	-2.87%
LMT	D	-2.66%
DE	B	-2.36%
BA	F	-2.35%
UPS	C	-2.26%
TT	A	-2.16%
GEV	B	-2.09%
WM	B	-1.89%
GD	D	-1.76%
EMR	B	-1.72%
ITW	B	-1.7%
MMM	D	-1.69%
TDG	D	-1.66%
CSX	C	-1.61%
NOC	D	-1.6%
FDX	B	-1.53%
CARR	C	-1.47%
PCAR	B	-1.4%
NSC	B	-1.39%
URI	C	-1.32%
JCI	B	-1.32%
GWW	B	-1.22%
CPRT	B	-1.17%
CMI	A	-1.16%
PWR	A	-1.11%
FAST	B	-1.1%
LHX	C	-1.1%
PAYX	B	-1.09%
AME	A	-1.04%
AXON	A	-1.01%
RSG	A	-1.0%
ODFL	C	-0.98%
IR	B	-0.97%
DAL	B	-0.97%
VRSK	A	-0.95%
OTIS	C	-0.93%
WAB	B	-0.8%
EFX	F	-0.76%
ROK	C	-0.76%
UAL	A	-0.7%
XYL	D	-0.69%
DOV	A	-0.65%
FTV	C	-0.62%
BR	A	-0.62%
VLTO	C	-0.59%
HUBB	B	-0.55%
LDOS	C	-0.53%
BLDR	D	-0.49%
LUV	C	-0.45%
SNA	A	-0.44%
PNR	A	-0.41%
J	D	-0.41%
EXPD	C	-0.4%
MAS	D	-0.4%
IEX	C	-0.4%
TXT	D	-0.38%
JBHT	C	-0.35%
NDSN	B	-0.33%
ROL	B	-0.33%
CHRW	B	-0.31%
SWK	D	-0.31%
ALLE	C	-0.29%
DAY	B	-0.28%
GNRC	C	-0.26%
PAYC	B	-0.25%
AOS	F	-0.2%
HII	F	-0.18%