Latest ALM First Financial Advisors, LLC Stock Portfolio
$256Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About ALM First Financial Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, ALM First Financial Advisors, LLC reported an equity portfolio of $256 Millions as of 31 Mar, 2024.
The top stock holdings of ALM First Financial Advisors, LLC are BLDG, BLDG, BIV. The fund has invested 18.5% of it's portfolio in CAMBRIA TRINITY ETF and 18.2% of portfolio in CAMBRIA GLOBAL MOMENTUM ETF.
The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN FS TREASURY OBLIGATIONS FUND.
The top stock holdings of ALM First Financial Advisors, LLC are BLDG, BLDG, BIV. The fund has invested 18.5% of it's portfolio in CAMBRIA TRINITY ETF and 18.2% of portfolio in CAMBRIA GLOBAL MOMENTUM ETF.
The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN FS TREASURY OBLIGATIONS FUND.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| GOLDMAN FS TREASURY OBLIGATIONS FUND | 1.66 |
Additions to existing portfolio by ALM First Financial Advisors, LLC
Reductions
Sold off
Current Stock Holdings of ALM First Financial Advisors, LLC
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BIV | VANGUARD TOTAL BOND MARKET ETF | 10.64 | 375,000 | 27,236,200 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA TRINITY ETF | 18.51 | 1,825,000 | 47,377,000 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA GLOBAL MOMENTUM ETF | 18.19 | 1,600,000 | 46,568,000 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA VALUE AND MOMENTUM ETF | 8.17 | 700,000 | 20,908,500 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA GLOBAL VALUE ETF | 7.52 | 900,000 | 19,260,000 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA SHAREHOLDER YIELD ETF | 5.72 | 200,000 | 14,654,000 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | 3.28 | 250,000 | 8,385,000 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | 3.16 | 300,000 | 8,103,000 | UNCHANGED | 0.00 | |
| BLDG | CAMBRIA GLOBAL REAL ESTATE ETF | 2.59 | 270,000 | 6,629,500 | UNCHANGED | 0.00 | |
| BUZZ | VANECK JP MORGAN EM LOCAL C ETF | 3.69 | 385,000 | 9,436,350 | UNCHANGED | 0.00 | |
| DBEH | IMGP DBI MANAGED FUTURES STRATEGY ETF | 3.02 | 270,000 | 7,743,600 | UNCHANGED | 0.00 | |
| FMF | FIRST TRUST MANAGED FUTURES STRAGEGY FUND | 3.46 | 175,000 | 8,850,590 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB US EQUITY ETF | 3.46 | 170,000 | 8,867,200 | UNCHANGED | 0.00 | |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 1.08 | 200,000 | 2,774,000 | UNCHANGED | 0.00 | |
| GOLDMAN FS TREASURY OBLIGATIONS FUND | 5.79 | 115,190,000 | 14,811,800 | ADDED | 1.66 | ||
| GRANITESHARES GOLD TRUST ETF | 1.72 | 200,000 | 4,392,000 | UNCHANGED | 0.00 |