CLIENT FIRST INVESTMENT MANAGEMENT LLC

PrivateCIK: 2018284
Location

WEST BEND, WI

28
Positions
$237.29M
Total AUM (reported)
4.32M
Total Shares

Allocation by class

TOTAL AUM$237.29M28 positions
ADAPTIV SELECT$119.13M50.2%
PSHS ULT S&P 500$36.69M15.5%
ALPHA ARCH 1-3$18.06M7.6%
PSHS ULTRUSS2000$8.04M3.4%
PGIM ULTRA SH BD$7.24M3.1%
TRADR 2X LONG$4.46M1.9%
COM$4.03M1.7%

Portfolio Concentration

Top 373.3%4–1014.1%11–2511.8%Rest0.8%TOP 1087.4%0%100%
Top 3$173.88M73.3%
4–10$33.55M14.1%
11–25$28.01M11.8%
Rest$1.86M0.8%

Top 3 weight

73.3%

Top 10 weight

87.4%

Voting Authority Distribution

Total shares with voting rights: 4.32M

Sole

Full voting authority

4.32M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:

SERIES PORTFOLIOS TR

SOLE
ADAPTIV SELECT
Shares2.47M
TypeSH
Market value$119.13M
50.20%
Sole
2.47M
Shared
0.00
None
0.00

PROSHARES TR

SOLE
PSHS ULT S&P 500
Shares544.55K
TypeSH
Market value$36.69M
15.46%
Sole
544.55K
Shared
0.00
None
0.00

EA SERIES TRUST

SOLE
ALPHA ARCH 1-3
Shares154.20K
TypeSH
Market value$18.06M
7.61%
Sole
154.20K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
PSHS ULTRUSS2000
Shares119.59K
TypeSH
Market value$8.04M
3.39%
Sole
119.59K
Shared
0.00
None
0.00

PGIM ETF TR

SOLE
PGIM ULTRA SH BD
Shares146.20K
TypeSH
Market value$7.24M
3.05%
Sole
146.20K
Shared
0.00
None
0.00

DIREXION SHARES ETF TRUST

SOLE
DAI SEM BUL ETF
Shares15.02K
TypeSH
Market value$4.01M
1.69%
Sole
15.02K
Shared
0.00
None
0.00

ISHARES TR

SOLE
FALN ANGLS USD
Shares139.13K
TypeSH
Market value$3.79M
1.60%
Sole
139.13K
Shared
0.00
None
0.00

VIRTUS ETF TR II

SOLE
STONE HARBOR EMG
Shares130.10K
TypeSH
Market value$3.75M
1.58%
Sole
130.10K
Shared
0.00
None
0.00

PACER FDS TR

SOLE
ARIST HIGH ETF
Shares75.74K
TypeSH
Market value$3.53M
1.49%
Sole
75.74K
Shared
0.00
None
0.00

CALAMOS ETF TR

SOLE
CONVERTIBLE EQTY
Shares62K
TypeSH
Market value$3.19M
1.34%
Sole
62K
Shared
0.00
None
0.00

SERIES PORTFOLIOS TR

SOLE
ELDRIDGE BBB B
Shares112.47K
TypeSH
Market value$2.97M
1.25%
Sole
112.47K
Shared
0.00
None
0.00

INVESTMENT MANAGERS SER TR I

SOLE
TRADR 2X LONG
Shares49.97K
TypeSH
Market value$2.94M
1.24%
Sole
49.97K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares2.29K
TypeSH
Market value$2.74M
1.16%
Sole
2.29K
Shared
0.00
None
0.00

TIDAL TRUST III

SOLE
VIST ARTI IN ETF
Shares30.92K
TypeSH
Market value$2.64M
1.11%
Sole
30.92K
Shared
0.00
None
0.00

ARK ETF TR

SOLE
GENOMIC REV ETF
Shares61.32K
TypeSH
Market value$2.58M
1.09%
Sole
61.32K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
PSHS ULTRA QQQ
Shares23.77K
TypeSH
Market value$2.30M
0.97%
Sole
23.77K
Shared
0.00
None
0.00

TEMA ETF TRUST

SOLE
US MANUFACTURING
Shares35.97K
TypeSH
Market value$2.26M
0.95%
Sole
35.97K
Shared
0.00
None
0.00

INVESTMENT MANAGERS SER TR I

SOLE
TRADR 2X LONG
Shares6.90K
TypeSH
Market value$1.52M
0.64%
Sole
6.90K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares3.44K
TypeSH
Market value$1.29M
0.54%
Sole
3.44K
Shared
0.00
None
0.00

DIREXION SHARES ETF TRUST

SOLE
DAILY 500 2X ETF
Shares5.85K
TypeSH
Market value$1.26M
0.53%
Sole
5.85K
Shared
0.00
None
0.00

INVESTMENT MANAGERS SER TR I

SOLE
TRADR 2X BE ETF
Shares20.47K
TypeSH
Market value$1.22M
0.52%
Sole
20.47K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
CHINA BOND ETF
Shares48.63K
TypeSH
Market value$1.16M
0.49%
Sole
48.63K
Shared
0.00
None
0.00

PROSHARES TR

SOLE
PSHS ULT SEMICDT
Shares10.76K
TypeSH
Market value$1.12M
0.47%
Sole
10.76K
Shared
0.00
None
0.00

GRANITESHARES ETF TR

SOLE
GRANITE 2X LONG
Shares13.26K
TypeSH
Market value$1.10M
0.46%
Sole
13.26K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares18.05K
TypeSH
Market value$911.5K
0.38%
Sole
18.05K
Shared
0.00
None
0.00
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