CFIM

Client First Investment Management Portfolio holdings

AUM $192M
1-Year Est. Return 55.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.13M
3
+$1.51M
4
MOTO icon
Guinness Atkinson Smart Transportation & Technology ETF
MOTO
+$1.44M
5
MAGX icon
Roundhill Daily 2X Long Magnificent Seven ETF
MAGX
+$1.37M

Top Sells

1
+$4.89M
2
+$2.38M
3
+$2.14M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$1.48M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$1.15M

Sector Composition

1 Healthcare 1.66%
2 Technology 1.45%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-7,975
27
– –
-13,733
28
– –
-18,671
29
– –
-5,859
30
– –
-12,409
31
– –
-97,938
32
– –
-9,940
1
2