Alm First Financial Advisors, LLC Top Holdings and 13F Report (2024) About Alm First Financial Advisors, LLCInvestment ActivityAlm First Financial Advisors, LLC has $403.62 million in total holdings as of September 30, 2024.Alm First Financial Advisors, LLC owns shares of 23 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 39.63% of the portfolio was purchased this quarter.About 3.99% of the portfolio was sold this quarter.This quarter, Alm First Financial Advisors, LLC has purchased 16 new stocks and bought additional shares in 12 stocks.Alm First Financial Advisors, LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $131,588,234Cambria Global Momentum ETF $49,525,181Cambria Trinity ETF $47,269,403Vanguard Total Bond Market ETF $30,174,616Cambria Value and Momentum ETF $20,914,358 Largest New Holdings this Quarter Vanguard S&P 500 ETF $131,588,234 HoldingVanguard Total Stock Market ETF $3,167,428 HoldingiShares Russell 1000 Growth ETF $2,250,403 HoldingVanguard Consumer Staples ETF $693,892 HoldingTechnology Select Sector SPDR Fund $332,996 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 295,740 shares (about $131.59M)Cambria Global Real Estate ETF 132,646 shares (about $3.61M)Vanguard Total Stock Market ETF 14,000 shares (about $3.17M)iMGP DBi Managed Futures Strategy ETF 97,064 shares (about $2.73M)Cambria Foreign Shareholder Yield ETF 95,732 shares (about $2.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlm First Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$131,588,234$131,588,234 ▲New Holding295,74032.6%ETFGMOMCambria Global Momentum ETF$49,525,181$2,165,181 ▲4.6%1,673,14812.3%ETFTRTYCambria Trinity ETF$47,269,4030.0%1,825,00011.7%ETFBNDVanguard Total Bond Market ETF$30,174,616$2,008,366 ▲7.1%401,7397.5%ETFVAMOCambria Value and Momentum ETF$20,914,358$133,738 ▲0.6%704,5055.2%ETFGVALCambria Global Value ETF$19,494,2250.0%900,0004.8%ETFSYLDCambria Shareholder Yield ETF$13,542,0920.0%200,0003.4%ETFFYLDCambria Foreign Shareholder Yield ETF$11,021,136$2,666,136 ▲31.9%395,7322.7%ETFBLDGCambria Global Real Estate ETF$10,955,514$3,609,138 ▲49.1%402,6462.7%ETFEYLDCambria Emerging Shareholder Yield ETF$10,758,939$2,108,939 ▲24.4%310,9522.7%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$10,434,168$655,168 ▲6.7%410,7942.6%ETFDBMFiMGP DBi Managed Futures Strategy ETF$10,325,510$2,730,410 ▲35.9%367,0642.6%ETFSCHPSchwab U.S. TIPS ETF$10,075,522$958,422 ▲10.5%187,8712.5%ETFFMFFirst Trust Managed Futures Strategy Fund$9,826,943$1,514,443 ▲18.2%206,8832.4%ETFBARGraniteshares Gold Trust$5,433,288$239,288 ▲4.6%209,2141.3%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$4,954,085$2,268,085 ▲84.4%368,8821.2%ManufacturingVTIVanguard Total Stock Market ETF$3,167,428$3,167,428 ▲New Holding14,0000.8%ETFIWFiShares Russell 1000 Growth ETF$2,250,403$2,250,403 ▲New Holding7,2850.6%ETFVDCVanguard Consumer Staples ETF$693,892$693,892 ▲New Holding3,8980.2%ETFXLKTechnology Select Sector SPDR Fund$332,996$332,996 ▲New Holding1,8060.1%ETFIHIiShares U.S. Medical Devices ETF$329,678$329,678 ▲New Holding5,5680.1%ETFVHTVanguard Health Care ETF$319,450$319,450 ▲New Holding1,3890.1%ETFMSFTMicrosoft$228,059$228,059 ▲New Holding5300.1%Computer and TechnologyGoldman FS Treasury Obligations Fund$0$16,101,173 ▼-100.0%00.0%Money Market Mutual FundShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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