ALM First Financial Advisors

Latest statistics and disclosures from ALM First Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TRTY, GMOM, BND, VAMO, GVAL, and represent 63.54% of ALM First Financial Advisors's stock portfolio.
  • Added to shares of these 1 stock: FTOXX.
  • ALM First Financial Advisors was a net buyer of stock by $287k.
  • ALM First Financial Advisors has $246M in assets under management (AUM), dropping by 4.71%.
  • Central Index Key (CIK): 0001950054

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Positions held by ALM First Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ALM First Financial Advisors

ALM First Financial Advisors holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cambria Trinity ETF Etf (TRTY) 18.6 $46M 1.8M 25.13
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Cambria Global Momentum ETF Etf (GMOM) 17.9 $44M 1.6M 27.49
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Vanguard Total Bond Market ETF Etf (BND) 11.2 $28M 375k 73.55
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Cambria Value and Momentum ETF Etf (VAMO) 8.0 $20M 700k 28.30
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Cambria Global Value ETF Etf (GVAL) 7.8 $19M 900k 21.30
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Cambria Shareholder Yield ETF Etf (SYLD) 5.5 $14M 200k 67.57
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Goldman FS Treasury Obligations Fund Money Market Mutual Fund (FTOXX) 5.5 $13M +2% 113M 0.12
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VanEck JP Morgan EM Local C ETF Etf (EMLC) 4.0 $9.8M 385k 25.35
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Schwab US Equity ETF Etf (SCHP) 3.6 $8.9M 170k 52.20
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First Trust Managed Futures Stragegy Fund Etf (FMF) 3.3 $8.1M 175k 46.11
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Cambria Emerging Shareholder Yield ETF Etf (EYLD) 3.2 $7.8M 250k 31.35
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Cambria Foreign Shareholder Yield ETF Etf (FYLD) 3.1 $7.7M 300k 25.78
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iMGP DBi Managed Futures Strategy ETF Etf (DBMF) 2.8 $7.0M 270k 25.76
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Cambria Global Real Estate ETF Etf (BLDG) 2.8 $6.8M 270k 25.30
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Graniteshares Gold Trust ETF Etf (BAR) 1.7 $4.1M 200k 20.39
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Etf (PDBC) 1.1 $2.7M 200k 13.30
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Past Filings by ALM First Financial Advisors

SEC 13F filings are viewable for ALM First Financial Advisors going back to 2022