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 *

63

* 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%
6 Overlapping Holdings
Symbol Grade Weight in CBLS Weight in CAML Overlap
AMZN C 2.83% 2.85% 2.83%
COST B 2.64% 3.28% 2.64%
ECL D 2.32% 2.23% 2.23%
LLY F -1.37% 2.82% -1.37%
NOW A -1.8% 3.28% -1.8%
NVDA C 3.31% 5.44% 3.31%
CBLS Overweight 57 Positions Relative to CAML
Symbol Grade Weight
LNG B 3.31%
WTTR B 3.07%
INTC D 2.91%
GTLS B 2.81%
MGNI A 2.76%
WMT A 2.75%
SKY A 2.73%
BWXT B 2.7%
ORCL B 2.62%
STRL B 2.54%
CCL B 2.49%
RDDT B 2.45%
OSW A 2.43%
IBN C 2.38%
GD F 2.32%
NARI C 2.3%
RTX C 2.29%
ROL B 2.28%
D C 2.24%
AER B 2.24%
VST B 2.23%
SO D 2.23%
NEE D 2.12%
ERJ B 2.12%
HUMA F 2.11%
SCHW B 2.08%
MC C 1.98%
ETR B 1.93%
SCI B 1.92%
DELL C 1.91%
TDG D 1.78%
CRSP D 0.86%
KLG C -0.49%
KDP D -0.5%
POST C -0.5%
GIS D -0.51%
PEP F -0.51%
DOOO F -0.9%
TTC D -0.93%
R B -0.95%
GIII D -0.97%
PFE D -1.06%
SIG B -1.07%
JNJ D -1.1%
MRNA F -1.15%
MIDD C -1.16%
ROK B -1.17%
ENR B -1.19%
AME A -1.2%
NVO D -1.3%
F C -1.41%
DE A -1.45%
HELE C -1.71%
HSY F -1.75%
VSAT F -1.75%
GOGO C -1.77%
TSLA B -2.63%
CBLS Underweight 33 Positions Relative to CAML
Symbol Grade Weight
AAPL C -3.53%
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%
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%
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%
Compare ETFs