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
51
$1.09M 0.42%
9,367
+2,351
52
$1.08M 0.42%
70,500
+18,000
53
$1.05M 0.41%
+35,634
54
$1.04M 0.4%
15,908
-4,874
55
$1.04M 0.4%
11,061
+3,581
56
$1M 0.39%
+45,819
57
$994K 0.38%
88,760
-27,840
58
$951K 0.37%
6,852
+941
59
$941K 0.36%
11,329
+2,842
60
$929K 0.36%
24,784
-8,283
61
$906K 0.35%
3,339
+520
62
$895K 0.35%
4,235
-134
63
$871K 0.34%
+5,577
64
$862K 0.33%
27,940
-6,321
65
$825K 0.32%
2,420
+121
66
$774K 0.3%
5,662
-1,607
67
$760K 0.29%
3,827
-50
68
$724K 0.28%
7,771
69
$706K 0.27%
8,489
-16,969
70
$694K 0.27%
33,117
-11,230
71
$681K 0.26%
8,025
-40
72
$663K 0.26%
10,784
73
$653K 0.25%
1,693
+92
74
$605K 0.23%
13,962
+864
75
$603K 0.23%
43,295
-3,171
1 2
3
4 5