CFC

Client First Capital Portfolio holdings

AUM $213M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$3.72M
3
+$2.69M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.73M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$624K

Top Sells

1
+$5.52M
2
+$4.76M
3
+$4.23M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M

Sector Composition

1 Industrials 0.16%
2 Technology 0.02%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-41,864
27
– –
-29,239
1
2