AF

ALM First Financial Advisors, LLC

13F
ALM First Financial Advisors, LLC
Last update 2025-04-29 23 Stocks (1 new)
Value $438.00 Mil Turnover 5 %
Countries:
Top Holdings: VOO(27.36%)TRTY(12.68%)GMOM(12.33%)BND(8.69%)GVAL(5.57%)
Summary Stock Picks Current Portfolio
ALM First Financial Advisors, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
274,615
119,723.0
-7.14%
27.360
-2.22%
0.020
+17.21%
+7.08%
654,655.2
 
TRTY
Cambria Trinity ETF
2,200,716
55,473.8
+7.68%
12.680
+0.90%
51.180
+8.12%
+6.16%
113.8
 
GMOM
Cambria Global Momentum ETF
1,903,510
53,930.4
+7.09%
12.330
+0.82%
51.450
+8.94%
+6.67%
110.9
 
BND
Vanguard Total Bond Market ETF
517,396
38,002.7
+7.09%
8.690
+0.58%
0.030
+2.07%
+3.20%
126,972.4
 
GVAL
Cambria Global Value ETF
1,020,791
24,388.4
+1.23%
5.570
+0.07%
13.520
+16.86%
+33.95%
236.2
 
VAMO
Cambria ETF Trust Cambria Value and Momentum ETF
Cambria ETF Trust Cambria Value and Momentum ETF
845,886
24,014.9
+11.76%
5.490
+0.58%
46.990
+6.70%
+3.76%
54.9
 
SYLD
Cambria Shareholder Yield ETF
236,286
14,218.3
+12.64%
3.250
+0.36%
1.560
+16.07%
-0.14%
974.8
 
FYLD
Cambria Foreign Shareholder Yield ETF
Cambria Foreign Shareholder Yield ETF
482,545
12,994.9
+7.73%
2.970
+0.21%
3.740
+19.92%
+19.53%
404.4
 
SCHP
Schwab U.S. Tips ETF
475,034
12,773.7
+6.06%
2.920
+0.17%
0.100
+2.49%
+4.32%
13,427.5
 
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
VanEck J.P. Morgan EM Local Currency Bond ETF
527,748
12,592.1
+5.88%
2.880
+0.16%
0.460
+6.70%
+12.15%
3,339.4
 

ALM First Financial Advisors, LLC's Historical Top Holdings Breakdowns

ALM First Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-2.22%
●
507.05 ($540.58) 563.67
$573.22
6.04%
Reduce -7.14%
274,615
-21,125
TRTY
Cambria Trinity ETF
2025-03-31
Add
Add
+0.90%
●
25.07 ($25.63) 26
$26.47
3.26%
Add 7.68%
2,200,716
156,986
GMOM
Cambria Global Momentum ETF
2025-03-31
Add
Add
+0.82%
●
28.24 ($29.27) 30.2
$29.96
2.37%
Add 7.09%
1,903,510
125,959
VAMO
Cambria ETF Trust Cambria Value and Momentum ETF
Cambria ETF Trust Cambria Value and Momentum ETF
2025-03-31
Add
Add
+0.58%
●
28.74 ($29.82) 31.13
$30.50
2.28%
Add 11.76%
845,886
89,002
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.58%
●
71.17 ($72.57) 73.66
$72.80
0.32%
Add 7.09%
517,396
34,246
SYLD
Cambria Shareholder Yield ETF
2025-03-31
Add
Add
+0.36%
●
62.77 ($67.73) 71.4
$67.46
-0.40%
Add 12.64%
236,286
26,519
BLDG
Cambria Global Real Estate ETF
2025-03-31
Add
Add
+0.32%
●
23.59 ($24.76) 25.36
$25.08
1.29%
Add 13.24%
498,954
58,336
EYLD
Cambria Emerging Shareholder Yield ETF
Cambria Emerging Shareholder Yield ETF
2025-03-31
Add
Add
+0.23%
●
30.58 ($31.98) 33.02
$36.33
13.60%
Add 8.9%
393,249
32,133
DBMF
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
2025-03-31
Add
Add
+0.23%
●
24.88 ($26.07) 26.85
$25.75
-1.23%
Add 9.3%
472,305
40,177
FMF
First Trust Managed Futures Strategy Fund
First Trust Managed Futures Strategy Fund
2025-03-31
Add
Add
+0.22%
●
45.87 ($47.24) 48.39
$46.02
-2.58%
Add 8.53%
261,004
20,519

ALM First Financial Advisors, LLC Total Holding History ($B)

To

ALM First Financial Advisors, LLC's Asset Allocation

To

ALM First Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ALM First Financial Advisors, LLC's Hypothetical Growth since 2025-03-31

ALM First Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ALM First Financial Advisors, LLC's Holdings Heat Map

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ALM First Financial Advisors, LLC's Holdings Bubble Chart

ALM First Financial Advisors, LLC News

  • 1

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