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
$248M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$14.4M
3
+$14.3M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.9M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$13.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.83%
2 Financials 3.56%
3 Communication Services 1.68%
4 Real Estate 1.22%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$269K 0.11%
+4,344
127
$260K 0.1%
+12,390
128
$257K 0.1%
+1,112
129
$251K 0.1%
+3,400
130
$247K 0.1%
+1,792
131
$246K 0.1%
+3,528
132
$245K 0.1%
+3,107
133
$241K 0.1%
+12,355
134
$236K 0.1%
+6,350
135
$227K 0.09%
+3,656
136
$223K 0.09%
+19,380
137
$222K 0.09%
+2,714
138
$218K 0.09%
+9,032
139
$210K 0.08%
+16,520
140
$203K 0.08%
+4,546
141
$188K 0.08%
+13,399
142
$187K 0.08%
+10,012
2 3 4 5
6