Alm First Financial Advisors, LLC Top Holdings and 13F Report (2024)

About Alm First Financial Advisors, LLC

Alm First Financial Advisors, LLC has $256.00 million in total holdings as of March 31, 2024.
Alm First Financial Advisors, LLC owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 0.09% of the portfolio was purchased this quarter.
This quarter, Alm First Financial Advisors, LLC has purchased 16 new stocks and bought additional shares in 1 stock.
Alm First Financial Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TRTY Cambria Trinity ETF	$47,377,000		0.0%	1,825,000	18.5%	ETF
GMOM Cambria Global Momentum ETF	$46,568,000		0.0%	1,600,000	18.2%	ETF
BND Vanguard Total Bond Market ETF	$27,236,250		0.0%	375,000	10.6%	ETF
VAMO Cambria Value and Momentum ETF	$20,908,510		0.0%	700,000	8.2%	ETF
GVAL Cambria Global Value ETF	$19,260,000		0.0%	900,000	7.5%	ETF
Goldman FS Treasury Obligations Fund	$14,811,758	$241,243 ▲	1.7%	115,190,121	5.8%	Money Market Mutual Fund
SYLD Cambria Shareholder Yield ETF	$14,654,000		0.0%	200,000	5.7%	ETF
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$9,436,350		0.0%	385,000	3.7%	ETF
SCHP Schwab U.S. TIPS ETF	$8,867,200		0.0%	170,000	3.5%	ETF
FMF First Trust Managed Futures Strategy Fund	$8,850,590		0.0%	175,000	3.5%	ETF
EYLD Cambria Emerging Shareholder Yield ETF	$8,385,000		0.0%	250,000	3.3%	ETF
FYLD Cambria Foreign Shareholder Yield ETF	$8,103,000		0.0%	300,000	3.2%	ETF
DBMF iMGP DBi Managed Futures Strategy ETF	$7,743,600		0.0%	270,000	3.0%	ETF
BLDG Cambria Global Real Estate ETF	$6,629,499		0.0%	270,000	2.6%	ETF
BAR Graniteshares Gold Trust	$4,392,000		0.0%	200,000	1.7%	Finance
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$2,774,000		0.0%	200,000	1.1%	Manufacturing

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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