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- Upturn Summary
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Upturn AI Summary
Congress Large Cap Growth ETF(CAML)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CAML
10/28/2026: CAML (2-star) is a SELL. SELL for 5 days. Simulated Profits (-6.25%). Updated daily EoD!
CAML is an actively managed ETF that targets long-term capital appreciation by investing in a concentrated portfolio of US large-cap growth stocks. Its primary strength lies in the manager's ability to selectively identify companies with sustainable growth, offering a more focused approach than broad passive indices. The fund is well-suited for growth-oriented investors looking for active management, though they must weigh its higher expense ratio against the potential for outperformance. Key risks include equity market volatility and interest rate sensitivity, which can impact the valuation of growth-oriented assets. Investors should monitor the manager's performance relative to the Russell 1000 Growth Index and ensure the fund's strategy aligns with their broader risk tolerance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund's core objective is to capture capital appreciation through high-quality growth companies. |
| Momentum investor | Strong fit while signal remains positive | The strategy often aligns with companies experiencing strong operational momentum. |
| Value investor | Weak fit | This fund prioritizes growth metrics over traditional valuation multiples. |
| Dividend/Income investor | Weak fit | The fund focuses on reinvestment and growth rather than dividend yield. |
| Low-risk investor | Weak fit | Equity growth strategies typically involve higher volatility than income or defensive portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who prefer active stock picking over market-cap-weighted passive strategies.
Suitability
Best for long-term investors comfortable with the higher volatility inherent in growth-focused, active equity management.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Growth stocks are inherently prone to significant price swings. |
| Market risk | Medium / high | The fund is subject to the general direction of the US equity market. |
| Concentration | Medium | A concentrated portfolio increases the impact of poor performance by a single holding. |
| Tracking/expense | Low | As an active fund, tracking error is a feature, not a risk, intended to add value. |
| Liquidity | Low | The underlying assets are highly liquid, major large-cap stocks. |
| Business/sector quality | Medium | Concentration in the growth sector increases sensitivity to sector-specific downturns. |
Risk Analysis
Volatility
CAML exhibits historical volatility consistent with a concentrated growth-tilted equity portfolio.
Market Risk
The fund is fully exposed to equity market risk, specifically focusing on the growth segment, making it sensitive to valuation compression.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Stock | US Large-Cap Growth Equities | 98 | The fund invests in established companies expected to grow revenue and earnings at an above-average rate. |
| Cash/collateral | Cash and Cash Equivalents | 2 | This small liquidity buffer is held for operational purposes and pending investment opportunities. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.71% | Avg. Invested days 60 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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