CFIM

Client First Investment Management Portfolio holdings

AUM $196M
1-Year Est. Return 54.93%
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
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
-89,861
27
-37,033
28
-30,155
29
-28,051
30
-4,000
31
-33,750
32
-81,655
33
-5,668