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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
PULSPgim Etf Tr
Recent Activity
Increased 5.89%
0.46%
$708,444
14,298 shares@ $49.55 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 11.36%
0.19%
$291,542
5,788 shares@ $50.38 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 11.39%
0.19%
$291,310
4,874 shares@ $59.77 avg price