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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 $88,207,765
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dillard's Inc.
 DDS 113,201 $40,540,674 45.96%
2.
Ishares Trust
 IEF 28,264 $10,205,848 11.57%
3.
Spdr S & P 500 Etf Trust
 SPY 7,950 $4,447,151 5.04%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 6,870 $3,530,562 4%
5.
Apple Inc.
 AAPL 14,272 $3,170,239 3.59%
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)