ESGY vs. CAML ETF Comparison

Comparison of American Century Sustainable Growth ETF (ESGY) to Congress Large Cap Growth ETF (CAML)

ESGY

American Century Sustainable Growth ETF

ESGY Description

The investment seeks capital appreciation. The fund will generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stockâs growth and value potential with environmental, social, and governance (ESG) metrics. Under normal market conditions, it will invest at least 80% of its assets in sustainable securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.15

Average Daily Volume

996

Number of Holdings ^*

* 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 ^*

* may have additional holdings in another (foreign) market

Performance

Period	ESGY	CAML
30 Days	2.71%	4.17%
60 Days	3.88%	5.94%
90 Days	4.75%	7.34%
12 Months	30.25%	31.31%

20 Overlapping Holdings

Symbol	Grade	Weight in ESGY	Weight in CAML	Overlap
AAPL	C	12.07%	3.53%	3.53%
AMZN	C	5.06%	2.85%	2.85%
ANET	C	0.37%	2.92%	0.37%
CMG	B	0.55%	2.17%	0.55%
CRM	B	0.68%	2.03%	0.68%
ETN	A	0.25%	3.18%	0.25%
GOOGL	C	6.79%	2.62%	2.62%
HD	A	1.17%	2.33%	1.17%
INTU	C	0.73%	2.61%	0.73%
LLY	F	2.57%	2.82%	2.57%
META	D	3.97%	3.15%	3.15%
MSFT	F	13.99%	3.06%	3.06%
NFLX	A	0.58%	2.23%	0.58%
NOW	A	1.53%	3.28%	1.53%
NVDA	C	11.47%	5.44%	5.44%
PANW	C	0.35%	2.04%	0.35%
TJX	A	0.93%	2.55%	0.93%
V	A	2.6%	2.56%	2.56%
VRTX	F	0.52%	1.75%	0.52%
ZTS	D	0.55%	1.75%	0.55%

ESGY Overweight 64 Positions Relative to CAML

Symbol	Grade	Weight
TSLA	B	1.87%
AVGO	D	1.61%
AMD	F	1.49%
MA	C	1.49%
AMAT	F	1.14%
ABBV	D	1.01%
CDNS	B	0.96%
NVO	D	0.96%
PEP	F	0.96%
UBER	D	0.92%
TT	A	0.89%
PGR	A	0.76%
WDAY	B	0.73%
IDXX	F	0.71%
UNH	C	0.7%
LIN	D	0.67%
KO	D	0.66%
HLT	A	0.61%
ASML	F	0.6%
ADP	B	0.59%
ADBE	C	0.57%
CI	F	0.56%
VRT	B	0.55%
SQ	B	0.55%
A	D	0.53%
EQIX	A	0.5%
ADI	D	0.5%
FDX	B	0.5%
MSI	B	0.44%
UNP	C	0.44%
SPGI	C	0.43%
CDW	F	0.42%
DECK	A	0.41%
CRWD	B	0.4%
APTV	D	0.39%
SYY	B	0.36%
YETI	C	0.36%
TSCO	D	0.32%
SLB	C	0.32%
ACN	C	0.31%
TGT	F	0.3%
DT	C	0.29%
ABNB	C	0.29%
KMX	B	0.28%
POOL	C	0.28%
EBAY	D	0.28%
XYL	D	0.28%
SNOW	C	0.27%
DDOG	A	0.25%
OKTA	C	0.24%
WST	C	0.21%
ELV	F	0.2%
GWW	B	0.18%
MDB	C	0.16%
SAIA	B	0.15%
CPRT	A	0.15%
CROX	D	0.14%
HUBS	A	0.13%
TREX	C	0.13%
BURL	A	0.12%
PD	C	0.11%
URI	B	0.1%
LULU	C	0.07%
DXCM	D	0.05%

ESGY Underweight 19 Positions Relative to CAML

Symbol	Grade	Weight
COST	B	-3.28%
HWM	A	-2.89%
ORLY	B	-2.81%
ISRG	A	-2.77%
GS	A	-2.61%
AJG	B	-2.57%
SNPS	B	-2.51%
BSX	B	-2.46%
CTAS	B	-2.33%
BKR	B	-2.26%
SHW	A	-2.23%
PH	A	-2.23%
ECL	D	-2.23%
NXPI	D	-2.05%
TTD	B	-2.02%
MCO	B	-1.93%
MLM	B	-1.91%
TMO	F	-1.6%
ONTO	D	-1.42%