CFIM

Client First Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 52.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$5.02M
3
+$2.95M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$2.68M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.7M

Top Sells

1
+$2.38M
2
+$1.47M
3
+$1.42M
4
USD icon
ProShares Ultra Semiconductors
USD
+$1.22M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$808K

Sector Composition

1 Healthcare 1.22%
2 Technology 1.19%
3 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-17,916
27
– –
-82,725
28
– –
-33,678
29
– –
-11,277
30
– –
-32,170
31
– –
-5,110
1
2