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
76
$557K 0.22%
2,918
-269
77
$555K 0.21%
17,030
-1,180
78
$542K 0.21%
1,997
+22
79
$529K 0.2%
1,969
-842
80
$527K 0.2%
3,547
-64
81
$527K 0.2%
2,685
+468
82
$504K 0.19%
22,213
-515
83
$500K 0.19%
6,001
84
$485K 0.19%
+9,558
85
$471K 0.18%
44,000
+11,000
86
$466K 0.18%
7,956
-494
87
$461K 0.18%
4,262
+787
88
$451K 0.17%
+13,566
89
$449K 0.17%
3,359
+507
90
$434K 0.17%
9,426
-1,174
91
$430K 0.17%
5,760
+500
92
$429K 0.17%
4,275
+1,000
93
$428K 0.17%
2,448
-856
94
$413K 0.16%
6,013
-1,444
95
$412K 0.16%
3,180
-275
96
$410K 0.16%
1,494
-173
97
$397K 0.15%
6,108
98
$357K 0.14%
2,103
-378
99
$357K 0.14%
1,010
100
$338K 0.13%
7,777
+623
2 3
4
5 6