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
$259M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$11.4M
3
+$4.28M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$3.24M
5
FTHY
First Trust High Yield Opportunities 2027 Term Fund
FTHY
+$2.14M

Top Sells

1
+$6.87M
2
+$4.8M
3
+$4.61M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$4.33M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.32M

Sector Composition

1 Technology 4.47%
2 Financials 2.87%
3 Communication Services 1.79%
4 Consumer Discretionary 1.51%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.83%
+103,674
27
$2.06M 0.8%
94,450
+23,526
28
$1.77M 0.68%
32,461
-9,564
29
$1.72M 0.66%
8,099
-336
30
$1.57M 0.61%
7,001
+49
31
$1.57M 0.61%
26,170
+15,078
32
$1.56M 0.6%
5,155
-170
33
$1.52M 0.59%
20,239
-2,165
34
$1.5M 0.58%
18,267
+701
35
$1.49M 0.57%
14,454
+615
36
$1.44M 0.56%
10,870
+45
37
$1.42M 0.55%
116,829
+82,822
38
$1.42M 0.55%
87,700
+28,700
39
$1.41M 0.54%
6,878
+54
40
$1.4M 0.54%
27,882
+92
41
$1.39M 0.54%
9,746
+331
42
$1.33M 0.51%
42,363
-15,907
43
$1.28M 0.49%
7,875
+284
44
$1.26M 0.49%
25,550
+1,210
45
$1.26M 0.49%
14,366
-3,521
46
$1.25M 0.48%
29,781
-8,981
47
$1.22M 0.47%
20,055
-299
48
$1.15M 0.44%
8,851
+66
49
$1.15M 0.44%
9,082
+3,171
50
$1.1M 0.43%
8,202
-256
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2
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