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
$342M
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.5M
3
+$8.89M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.57M
5
MSFT icon
Microsoft
MSFT
+$6.97M

Top Sells

1
+$9.6M
2
+$8.16M
3
+$7M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$5.88M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.01M

Sector Composition

1 Technology 6.34%
2 Financials 2.74%
3 Consumer Discretionary 1.74%
4 Communication Services 1.68%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.47%
18,316
+523
52
$1.6M 0.47%
10,148
-426
53
$1.55M 0.45%
9,070
-417
54
$1.55M 0.45%
103,165
-13,542
55
$1.53M 0.45%
5,256
+1,329
56
$1.5M 0.44%
20,064
+549
57
$1.48M 0.43%
86,791
-909
58
$1.47M 0.43%
6,348
-272
59
$1.46M 0.43%
8,850
+5,237
60
$1.37M 0.4%
24,970
-780
61
$1.37M 0.4%
7,722
-1,129
62
$1.28M 0.38%
5,158
+1,331
63
$1.25M 0.36%
7,392
-276
64
$1.24M 0.36%
4,986
+151
65
$1.16M 0.34%
+38,447
66
$1.15M 0.34%
84,760
-6,680
67
$1.15M 0.34%
8,329
+342
68
$1.13M 0.33%
33,622
-2,202
69
$1.06M 0.31%
33,910
-8,453
70
$998K 0.29%
60,511
-9,989
71
$958K 0.28%
9,049
+1,040
72
$917K 0.27%
26,876
-82,858
73
$877K 0.26%
+24,924
74
$870K 0.25%
2,447
+26
75
$868K 0.25%
+22,647
1 2
3
4 5