Client First Investment Management LLC - Portfolio overview

Client First Investment Management LLC has 48 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. ADPV - SERIES PORTFOLIOS TR, 38.93%
2. BOXX - EA SERIES TRUST, 18.34%
3. USD - PROSHARES TR, 4.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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