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Amar Shah

@Client First Capital Llc

Latest period2024 - Q4ReportedManaged Assets$194.53MTotal holdings19
Assets growth rate7.52%Assets growth rate (2-Q avg)8.24%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Client First Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Client First Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 194.53M in assets, with a quarterly growth rate of 7.52% and a 2-quarter average growth rate of 8.24%. The portfolio is managed by Amar Shah, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHVIshares Tr
Recent Activity
Decreased -1.51%
17.18%
$33.404M
303,373 shares@ $110.11 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -56.36%
3.8%
$7.375M
80,660 shares@ $91.43 avg price