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Client First Investment Management LLC Portfolio
$210.1M across 24 positions as of 2026-09-30, with 87% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SERIES PORTFOLIOS TR | $109.4M | 52.1% | 2,531,357 |
| PROSHARES TR | $26.9M | 12.8% | 387,544 |
| PACER FDS TR | $9.8M | 4.7% | 211,623 |
| LISTED FDS TR | $6.5M | 3.1% | 310,917 |
| EXCHANGE TRADED CONCEPTS TRU | $6.4M | 3.0% | 65,541 |
| JANUS DETROIT STR TR | $6M | 2.9% | 127,503 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $5.3M | 2.5% | 44,354 |
| PROSHARES TR | $4.9M | 2.3% | 30,481 |
| DIREXION SHARES ETF TRUST | $4.8M | 2.3% | 32,643 |
| PULSPGIM Ultra Short Bond ETF | $3.8M | 1.8% | 77,792 |
| PROSHARES TR | $3.8M | 1.8% | 43,105 |
| DIREXION SHARES ETF TRUST | $3.1M | 1.5% | 14,202 |
| VANECK ETF TRUST | $2.9M | 1.4% | 121,045 |
| LLYEli Lilly and Co | $2.6M | 1.3% | 2,289 |
| PROSHARES TR | $2.2M | 1.0% | 41,775 |
| BANK OF MONTREAL | $2.1M | 1.0% | 13,521 |
| INVESTMENT MANAGERS SER TR I | $2.1M | 1.0% | 37,479 |
| MSFTMicrosoft Corp | $1.8M | 0.8% | 3,445 |
| THEMES ETF TR | $1.6M | 0.8% | 25,597 |
| ARKGARK ETF TR | $1.2M | 0.6% | 21,953 |
| GRANITESHARES ETF TR | $1M | 0.5% | 12,662 |
| JAAAJanus Henderson AAA CLO ETF | $862.1K | 0.4% | 17,081 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $586.7K | 0.3% | 6,402 |
| VVisa Inc | $364.7K | 0.2% | 1,015 |
Quarter ending 2026-09-30.
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