CBLS vs. CAML ETF Comparison

Comparison of Changebridge Capital Long/Short Equity ETF (CBLS) to Congress Large Cap Growth ETF (CAML)
CBLS

Changebridge Capital Long/Short Equity ETF

CBLS Description

The investment seeks long-term capital appreciation while minimizing volatility. The Adviser also considers an assessment of a company's ESG attributes in determining the attractiveness of an investment opportunity. In general, the fund's investments are broadly invested over a number of sectors, but it may focus on the technology, consumer, and healthcare sectors. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested long or short in equity securities, including common stocks and depositary receipts. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.78

Average Daily Volume

2,122

Number of Holdings *

68

* may have additional holdings in another (foreign) market
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 *

39

* may have additional holdings in another (foreign) market
Performance
Period CBLS CAML
30 Days 4.21% 4.17%
60 Days 5.17% 5.94%
90 Days 4.99% 7.34%
12 Months 35.40% 31.31%
7 Overlapping Holdings
Symbol Grade Weight in CBLS Weight in CAML Overlap
AAPL C 2.97% 3.53% 2.97%
AMZN C 1.96% 2.85% 1.96%
COST B 2.62% 3.28% 2.62%
ECL D 2.24% 2.23% 2.23%
INTU C -0.51% 2.61% -0.51%
LLY F -1.79% 2.82% -1.79%
NVDA C 3.08% 5.44% 3.08%
CBLS Overweight 61 Positions Relative to CAML
Symbol Grade Weight
LNG B 3.43%
GOOG C 3.02%
DELL C 2.93%
GTLS B 2.77%
SKY A 2.73%
BWXT B 2.7%
STRL B 2.61%
SCHW B 2.56%
CCL B 2.54%
EME C 2.53%
VST B 2.46%
OSW A 2.41%
MC C 2.37%
IBN C 2.36%
WTTR B 2.33%
D C 2.27%
NARI C 2.26%
RDDT B 2.26%
SO D 2.24%
ROL B 2.23%
AER B 2.22%
NEE D 2.14%
ORCL B 2.06%
BLBD D 2.06%
WMT A 2.03%
ETR B 1.96%
INTC D 1.93%
SCI B 1.93%
ERJ B 1.85%
TDG D 1.79%
RTX C 1.72%
GD F 1.69%
ON D 1.53%
MGNI A 1.31%
DOOO F -0.44%
KLG C -0.48%
PEP F -0.48%
KDP D -0.48%
HRB D -0.5%
GIS D -0.5%
POST C -0.51%
ENR B -0.67%
GIII D -0.89%
R B -0.91%
TTC D -0.92%
PFE D -1.0%
CAG D -1.01%
NVO D -1.01%
SIG B -1.04%
GOGO C -1.1%
JNJ D -1.1%
NVAX F -1.13%
ROK B -1.13%
MIDD C -1.15%
AME A -1.18%
F C -1.36%
DE A -1.48%
SNOW C -1.49%
DUOL A -1.56%
HSY F -1.69%
HELE C -1.72%
CBLS Underweight 32 Positions Relative to CAML
Symbol Grade Weight
NOW A -3.28%
ETN A -3.18%
META D -3.15%
MSFT F -3.06%
ANET C -2.92%
HWM A -2.89%
ORLY B -2.81%
ISRG A -2.77%
GOOGL C -2.62%
GS A -2.61%
AJG B -2.57%
V A -2.56%
TJX A -2.55%
SNPS B -2.51%
BSX B -2.46%
HD A -2.33%
CTAS B -2.33%
BKR B -2.26%
NFLX A -2.23%
SHW A -2.23%
PH A -2.23%
CMG B -2.17%
NXPI D -2.05%
PANW C -2.04%
CRM B -2.03%
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%
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