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22CM
20/20 Capital Management Portfolio holdings
AUM
$386M
1-Year Est. Return
30.28%
This Fund
S&P 500
This Quarter
Est. Return
+5.61%
1 Year Est. Return
+30.28%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$235M
Cap. Flow
% of AUM
94.62%
Top 10 Holdings %
Top 10 Hldgs %
47.42%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$17.5M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$13.9M |
| 3 |
WisdomTree US LargeCap Fund
EPS
|
+$13.4M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$13.2M |
| 5 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$12.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.83% |
| 2 | Financials | 3.56% |
| 3 | Communication Services | 1.68% |
| 4 | Real Estate | 1.22% |
| 5 | Consumer Discretionary | 1.14% |
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20/20 Capital Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for 20/20 Capital Management, which disclosed 142 positions worth $248M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is iShares MSCI USA Momentum Factor ETF: 144,602 shares worth $19.3M.
By sector, the portfolio is most concentrated in Technology at 3.8% of assets, followed by Financials and Communication Services.
- 20/20 Capital Management's largest Q4 2019 buy was iShares MSCI USA Momentum Factor ETF: 144,602 shares worth $19.3M.
- 20/20 Capital Management's ten largest holdings make up 47% of its $248M portfolio in Q4 2019.
- 20/20 Capital Management disclosed 142 positions in Q4 2019, its first 13F filing on record.
Based on 20/20 Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.