CFIM
Client First Investment Management Portfolio holdings
AUM
$163M
This Quarter Return
+18.52%
1 Year Return
+33.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+22%)
Cap. Flow
+$7.32M
Cap. Flow
% of AUM
5.81%
Top 10 Holdings %
Top 10 Hldgs %
91.59%
Holding
33
New
10
Increased
5
Reduced
5
Closed
11
Top Buys
| 1 |
ProShares Ultra S&P500
SSO
|
$11.5M |
| 2 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
$9.39M |
| 3 |
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
|
$4.45M |
| 4 |
ProShares Ultra MidCap400
MVV
|
$4.03M |
| 5 |
SPDR S&P Homebuilders ETF
XHB
|
$3.63M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$9.3M |
| 2 |
ProShares Ultra Technology
ROM
|
$4.33M |
| 3 |
ProShares Ultra Semiconductors
USD
|
$3.68M |
| 4 |
ProShares Ultra Industrials
UXI
|
$2.59M |
| 5 |
ProShares Ultra QQQ
QLD
|
$2.57M |
Sector Composition
| 1 | Healthcare | 1.51% |
| 2 | Technology | 1.47% |
| 3 | Financials | 0.22% |
