What this ETF is trying to do

The Congress Large Cap Growth ETF (CAML) focuses on large companies that are expected to grow at a faster rate than the rest of the market. Based on its top holdings, the fund has significant exposure to the technology sector.

What the numbers show

As of October 5, 2026, the share price of CAML is $41.51.

When looking at performance, there are two different measurements: price return (the change in the share price) and total return (which includes both price changes and distributions).

• Year-to-Date (YTD): The price return and total return are both approximately 8.75%.

• One Year: The price return is approximately 7.09%, and the total return is approximately 7.10%.

• Three Year: The price return is approximately 68.85%, and the total return is approximately 69.20%.

For a simple example, if you had invested $10,000 based on the estimated price from roughly one year ago ($38.76), the price-only return of 7.09% would mean your investment grew to approximately $10,709.

Income and Distribution Explanation

This ETF has a distribution yield of approximately 0.07%. This is a very low yield, and distributions are irregular and less frequent, with only one payout in the last 12 months.

It is important for beginners to remember that a high distribution yield alone can be misleading. While some investors look for high yields for cash income, those payouts do not guarantee that the original investment (the principal) is safe.

NAV Erosion Explanation

"NAV erosion" happens when the internal value of an ETF's assets declines over time, often causing the share price to drop even if the market seems stable.

For CAML, the erosion-risk score is 100, and the erosion severity is labeled as "good." The data indicates that no price erosion has been detected, and there is no severe erosion-risk flag for this fund.

Top Holdings

The fund holds 40 different assets. Because the list is partial, these are the Top Holdings as of October 7, 2026:

• NVIDIA CORP: 8.25%

• APPLE INC: 6.29%

• MICROSOFT CORP: 5.77%

• ALPHABET INC CLASS A: 5.62%

• BROADCOM INC: 4.41%

• ARISTA NETWORKS INC: 3.38%

• MONGODB INC CLASS A: 3.17%

• AMPHENOL CORP CLASS A: 3.12%

• META PLATFORMS INC CLASS A: 3.11%

• AMAZON.COM INC: 2.86%

Pros

• Strong three-year total return of approximately 69.20%.

• No detected NAV erosion.

• Exposure to some of the largest growth companies in the world.

Cons

• Very low distribution yield for those seeking regular income.

• Irregular payout schedule.

Beginner Takeaway

CAML is a growth-oriented ETF. Most of its value comes from the increase in share prices rather than cash payouts. While it has shown strong growth over the last three years, it provides very little income to investors.