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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 $82,258,313
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dillard's Inc.
 DDS 148,431 $48,216,326 58.61%
2.
Ishares Trust
 IEF 28,339 $7,799,460 9.48%
3.
Spdr S & P 500 Etf Trust
 SPY 7,861 $3,424,959 4.16%
4.
Vanguard Index Fds
 6,967 $2,788,263 3.38%
5.
Apple Inc.
 AAPL 14,572 $2,611,740 3.17%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)