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Home > Institutional Investor > Clientfirst Wealth Management, Llc > Profile

Instuitional Investor - Clientfirst Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Clientfirst Wealth Management, Llc
Portfolio Value $98,856,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dillard's Inc.
 DDS 113,201 $48,873,400 49.43%
2.
Ishares Trust
 IEF 28,264 $11,350,257 11.48%
3.
Spdr S & P 500 Etf Trust
 SPY 7,861 $4,607,175 4.66%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 6,870 $3,701,625 3.74%
5.
Apple Inc.
 AAPL 14,272 $3,573,994 3.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)