Amar Shah

@Client First Capital Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$194.53M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLFSelect Sector Spdr Tr Recent Activity Increased 5.61%	2.32%	$4.498M 93,066 shares@ $48.33 avg price	Increased 5.61%
XLGInvesco Exchange Traded Fd T Recent Activity Increased 7.33%	2.25%	$4.376M 87,582 shares@ $49.97 avg price	Increased 7.33%
XLISelect Sector Spdr Tr Recent Activity Increased 11.09%	2.24%	$4.351M 33,019 shares@ $131.77 avg price	Increased 11.09%
XLBSelect Sector Spdr Tr Recent Activity Increased 11.68%	2.02%	$3.914M 46,519 shares@ $84.14 avg price	Increased 11.68%
IWFIshares Tr Recent Activity Increased 9.91%	1.52%	$2.955M 7,358 shares@ $401.59 avg price	Increased 9.91%
XLESelect Sector Spdr Tr Recent Activity Increased 13.2%	1.36%	$2.645M 30,881 shares@ $85.67 avg price	Increased 13.2%
MUBIshares Tr Recent Activity Increased 0.01%	1.27%	$2.459M 23,079 shares@ $106.56 avg price	Increased 0.01%
RTXRtx Corporation Recent Activity	0.13%	$249,145 2,153 shares@ $115.72 avg price
BGTBlackrock Floating Rate Inc Recent Activity New Position	0.12%	$217,604 16,921 shares@ $12.86 avg price	New Position