CFIM

Client First Investment Management Portfolio holdings

AUM $196M
1-Year Est. Return 54.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.39M
3
+$4.45M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.03M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.63M

Top Sells

1
+$9.3M
2
+$4.33M
3
+$3.68M
4
UXI icon
ProShares Ultra Industrials
UXI
+$2.59M
5
QLD icon
ProShares Ultra QQQ
QLD
+$2.56M

Sector Composition

1 Healthcare 1.51%
2 Technology 1.47%
3 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-22,377
27
– –
-25,014
28
– –
-89,861
29
– –
-43,150
30
– –
-37,033
31
– –
-30,155
32
– –
-28,051
33
– –
-4,000
1
2