Long-term investor

Client First Capital LLC @clientfirstcapitalllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001822065).

Record

  • Tracked since 2025-06-30 (445 days), 31 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +15.7% · all +15.7%
  • Max drawdown n/a · win rate 38% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46090E103 · 22.5% · long · since 2025-06-30
  • IVV · 14.2% · long · since 2025-06-30
  • SHV · 12.1% · long · since 2025-06-30
  • QUAL · 10.8% · long · since 2025-06-30
  • USFR · 9.2% · long · since 2025-06-30
  • GLD · 6.1% · long · since 2025-06-30
  • OEF · 2.9% · long · since 2025-06-30
  • EMXC · 2.9% · long · since 2026-03-31
  • CLOA · 2.8% · long · since 2026-03-31
  • XLI · 2.8% · long · since 2026-03-31
  • XLC · 2.6% · long · since 2025-06-30
  • XLP · 2.4% · long · since 2026-03-31

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