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
$147M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$29.3M
2 +$14.3M
3 +$7.47M
4
ADPV icon
Adaptiv Select ETF
ADPV
+$2.65M
5
LTL icon
ProShares Ultra Communication Services
LTL
+$1.5M

Sector Composition

1 Healthcare 1.38%
2 Technology 1.12%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-69,012
27
-1,015