22CM

20/20 Capital Management Portfolio holdings

AUM $386M
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$14.4M
3
+$14.3M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.9M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$13.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.83%
2 Financials 3.56%
3 Communication Services 1.68%
4 Real Estate 1.22%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.77%
+67,869
27
$1.91M 0.77%
+61,692
28
$1.86M 0.75%
+6,969
29
$1.83M 0.74%
+21,864
30
$1.73M 0.7%
+9,430
31
$1.69M 0.68%
+37,097
32
$1.67M 0.67%
+17,508
33
$1.55M 0.62%
+59,943
34
$1.51M 0.61%
+9,960
35
$1.48M 0.6%
+19,159
36
$1.46M 0.59%
+14,947
37
$1.45M 0.59%
+7,360
38
$1.43M 0.58%
+7,317
39
$1.43M 0.58%
+8,761
40
$1.39M 0.56%
+8,788
41
$1.34M 0.54%
+17,665
42
$1.34M 0.54%
+9,290
43
$1.33M 0.54%
+10,097
44
$1.3M 0.52%
+37,061
45
$1.29M 0.52%
+21,382
46
$1.23M 0.5%
+20,702
47
$1.23M 0.49%
+33,421
48
$1.22M 0.49%
+63,984
49
$1.09M 0.44%
+47,550
50
$1.05M 0.42%
+40,168
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