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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$14M
3
+$11.5M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$4.51M
5
ROM icon
ProShares Ultra Technology
ROM
+$4.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.8%
2 Healthcare 1.38%
3 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.1M 43.77%
+1,810,710
2
$14M 13.62%
+215,545
3
$11.5M 11.12%
+125,344
4
$4.51M 4.38%
+118,581
5
$4.33M 4.21%
+81,655
6
$2.59M 2.51%
+89,861
7
$2.56M 2.49%
+33,750
8
$2.38M 2.31%
+43,150
9
$2.22M 2.15%
+81,486
10
$1.66M 1.61%
+171,394
11
$1.65M 1.61%
+4,400
12
$1.57M 1.53%
+37,033
13
$1.55M 1.5%
+30,155
14
$1.42M 1.38%
+2,441
15
$1.29M 1.25%
+28,051
16
$1.26M 1.22%
+25,014
17
$1.08M 1.05%
+22,377
18
$972K 0.94%
+19,689
19
$418K 0.41%
+5,668
20
$264K 0.26%
+1,015
21
$245K 0.24%
+4,882
22
$244K 0.24%
+4,089
23
$201K 0.2%
+4,000