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Paul Zarling

@Client First Investment Management Llc

Latest period2024 - Q4ReportedManaged Assets$155.574MTotal holdings23
Assets growth rate19.02%Assets growth rate (2-Q avg)10.27%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Client First Investment Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Client First Investment Management 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 155.574M in assets, with a quarterly growth rate of 19.02% and a 2-quarter average growth rate of 10.27%. The portfolio is managed by Paul Zarling, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
Exited
0%
$2.383M
23,529 shares@ $101.28 avg price
MOTOGuinness Atkinson Fds
Recent Activity
Exited
0%
$1.466M
33,678 shares@ $43.52 avg price
FRTYThe Alger Etf Trust
Recent Activity
Exited
0%
$1.416M
82,725 shares@ $17.12 avg price
SGOLEtfs Gold Tr
Recent Activity
Exited
0%
$808,432
32,170 shares@ $25.13 avg price
EMQQExchange Traded Concepts Tru
Recent Activity
Exited
0%
$702,486
17,916 shares@ $39.21 avg price
NVDLGraniteshares Etf Tr
Recent Activity
Exited
0%
$656,209
11,277 shares@ $58.2 avg price
XHBSpdr Ser Tr
Recent Activity
Exited
0%
$636,502
5,110 shares@ $124.57 avg price
CRPTFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$316,375
25,310 shares@ $12.5 avg price