SFYF vs. CAML ETF Comparison

Comparison of SoFi 50 ETF (SFYF) to Congress Large Cap Growth ETF (CAML)

SFYF

SoFi 50 ETF

SFYF Description

SFYF is composed of the top 50 most widely held U.S. listed stocks on SoFi Invest. Stocks are rebalanced monthly and weighted according to how much money members have invested in each company at the end of every month. The SoFi 50 ETF seeks to track the performance, before fees and expenses, of the SoFi Social 50 Index.

Grade (RS Rating)

Last Trade

$42.40

Average Daily Volume

3,834

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

$35.00

Average Daily Volume

35,289

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SFYF	CAML
30 Days	12.59%	4.17%
60 Days	14.05%	5.94%
90 Days	16.84%	7.34%
12 Months	51.53%	31.31%

8 Overlapping Holdings

Symbol	Grade	Weight in SFYF	Weight in CAML	Overlap
AAPL	C	4.37%	3.53%	3.53%
AMZN	C	4.6%	2.85%	2.85%
COST	B	3.27%	3.28%	3.27%
GOOGL	C	4.43%	2.62%	2.62%
META	D	4.08%	3.15%	3.15%
MSFT	F	4.4%	3.06%	3.06%
NFLX	A	1.36%	2.23%	1.36%
NVDA	C	9.23%	5.44%	5.44%

SFYF Overweight 41 Positions Relative to CAML

Symbol	Grade	Weight
TSLA	B	12.29%
PLTR	B	5.26%
BRK.A	B	3.9%
COIN	C	3.59%
AMD	F	2.81%
RIVN	F	2.75%
DIS	B	2.35%
GME	C	2.23%
ARM	D	1.84%
TSM	B	1.68%
NU	C	1.57%
SHOP	B	1.56%
PYPL	B	1.5%
WMT	A	1.43%
INTC	D	1.42%
RDDT	B	1.3%
O	D	1.15%
F	C	1.11%
T	A	0.98%
PFE	D	0.95%
XOM	B	0.95%
BABA	D	0.88%
CCL	B	0.87%
KO	D	0.87%
DKNG	B	0.82%
VZ	C	0.75%
NIO	F	0.71%
BA	F	0.68%
SQ	B	0.66%
DAL	C	0.62%
SBUX	A	0.54%
LCID	F	0.53%
AMC	C	0.53%
ABNB	C	0.52%
NKE	D	0.5%
TGT	F	0.46%
JNJ	D	0.42%
AAL	B	0.4%
TLRY	F	0.21%
WBD	C	0.13%
BYND	F	0.05%

SFYF Underweight 31 Positions Relative to CAML

Symbol	Grade	Weight
NOW	A	-3.28%
ETN	A	-3.18%
ANET	C	-2.92%
HWM	A	-2.89%
LLY	F	-2.82%
ORLY	B	-2.81%
ISRG	A	-2.77%
INTU	C	-2.61%
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%
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	B	-1.93%
MLM	B	-1.91%
ZTS	D	-1.75%
VRTX	F	-1.75%
TMO	F	-1.6%
ONTO	D	-1.42%