22CM
20/20 Capital Management Portfolio holdings
AUM
$386M
This Quarter Return
+6.86%
1 Year Return
+30.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$266M
AUM Growth
+$266M
(+2.6%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
45.08%
Holding
160
New
17
Increased
44
Reduced
56
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
$4.21M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.92M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.47M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.35M |
| 5 |
iShares US Home Construction ETF
ITB
|
$988K |
Top Sells
Sector Composition
| 1 | Technology | 4.66% |
| 2 | Financials | 2.71% |
| 3 | Communication Services | 1.85% |
| 4 | Consumer Discretionary | 1.6% |
| 5 | Consumer Staples | 1.04% |
