STNC vs. CAML ETF Comparison

Comparison of Stance Equity ESG Large Cap Core ETF (STNC) to Congress Large Cap Growth ETF (CAML)
STNC

Stance Equity ESG Large Cap Core ETF

STNC Description

The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.

Grade (RS Rating)

Last Trade

$32.03

Average Daily Volume

5,427

Number of Holdings *

45

* 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 STNC CAML
30 Days 2.79% 4.17%
60 Days 3.89% 5.94%
90 Days 6.73% 7.34%
12 Months 20.83% 31.31%
8 Overlapping Holdings
Symbol Grade Weight in STNC Weight in CAML Overlap
AAPL C 3.06% 3.53% 3.06%
BSX B 3.12% 2.46% 2.46%
CMG B 2.69% 2.17% 2.17%
GOOGL C 0.92% 2.62% 0.92%
GS A 2.43% 2.61% 2.43%
HD A 2.53% 2.33% 2.33%
MSFT F 2.66% 3.06% 2.66%
ORLY B 1.22% 2.81% 1.22%
STNC Overweight 37 Positions Relative to CAML
Symbol Grade Weight
EBAY D 3.59%
MMM D 3.57%
BK A 3.48%
T A 3.33%
AKAM D 3.2%
KR B 3.19%
SYY B 3.18%
HIG B 3.16%
IEX B 3.13%
WAB B 3.12%
COR B 2.95%
HPQ B 2.93%
PRU A 2.93%
CVS D 2.91%
RJF A 2.87%
SYF B 2.37%
AZO C 2.37%
CTLT B 2.29%
PTC A 2.21%
LOW D 2.17%
AMAT F 2.07%
AMP A 1.96%
AOS F 1.89%
DXCM D 1.7%
ITW B 1.69%
COF B 1.63%
ACN C 1.54%
GWW B 1.43%
WFC A 1.4%
XYL D 1.39%
AVGO D 1.23%
MAR B 1.16%
ORCL B 1.06%
TFC A 0.59%
MRNA F 0.46%
DAL C 0.41%
FCX D 0.39%
STNC Underweight 31 Positions Relative to CAML
Symbol Grade Weight
NVDA C -5.44%
NOW A -3.28%
COST B -3.28%
ETN A -3.18%
META D -3.15%
ANET C -2.92%
HWM A -2.89%
AMZN C -2.85%
LLY F -2.82%
ISRG A -2.77%
INTU C -2.61%
AJG B -2.57%
V A -2.56%
TJX A -2.55%
SNPS B -2.51%
CTAS B -2.33%
BKR B -2.26%
NFLX A -2.23%
SHW A -2.23%
PH A -2.23%
ECL D -2.23%
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%
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