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  Name: Client First Capital LLC
  City: SAN DIEGO
  State: CA
  Zip: 92103
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,738,000
  Total Value Change : $5,118,000
  Securities Held Change : -7
   
All Securities Held : 14
  New Positions : 3
  Closed Positions : 10
  Increased Positions : 8
  Unchanged Positions : 0
  Decreased Positions : 3

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Holdings Found : 3     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 1 - $110.34 $26,957,000 243,869 18.89% -7,791,000 -71,645 0.138    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 5 - $224.56 $9,705,000 47,177 6.8% -529,000 -6,355 0.011    Closed - End Fund - E...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 13 - $56.99 $338,000 5,871 0.24% -37,000 -607 0.007    N/A

      3 Records Found
  1    
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