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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
QQQInvesco Qqq Tr
Recent Activity
Increased 24.28%
19.96%
$38.817M
75,929 shares@ $511.23 avg price
IVVIshares Tr
Recent Activity
Increased 38.59%
14.21%
$27.639M
46,950 shares@ $588.69 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 4.61%
8.56%
$16.652M
68,771 shares@ $242.13 avg price
QUALIshares Tr
Recent Activity
Increased 8.35%
7.3%
$14.192M
79,696 shares@ $178.08 avg price
OEFIshares Tr
Recent Activity
Increased 9.61%
4.73%
$9.186M
31,801 shares@ $288.86 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 7.88%
4.65%
$9.038M
93,354 shares@ $96.81 avg price
IJHIshares Tr
Recent Activity
Increased 11.32%
3.74%
$7.26M
116,521 shares@ $62.31 avg price
CMFIshares Tr
Recent Activity
Increased 0.15%
2.73%
$5.303M
92,578 shares@ $57.28 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 5.61%
2.32%
$4.498M
93,066 shares@ $48.33 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 7.33%
2.25%
$4.376M
87,582 shares@ $49.97 avg price