Justin Dausch

@Alm First Financial Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$423.133M

Total holdings27

Assets growth rate4.84%

Assets growth rate (2-Q avg)-13.94%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Alm First Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Alm First Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 423.133M in assets, with a quarterly growth rate of 4.84% and a 2-quarter average growth rate of -13.94%. The portfolio is managed by Justin Dausch, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EYLDCambria Emerging Shareholder Yield Etf Recent Activity Increased 16.14%	2.68%	$11.307M 361,116 shares@ $31.32 avg price	Increased 16.14%
DBMFImgp Dbi Managed Futures Strategy Etf Recent Activity Increased 17.73%	2.68%	$11.304M 432,128 shares@ $26.16 avg price	Increased 17.73%
FYLDCambria Foreign Shareholder Yield Etf Recent Activity Increased 13.2%	2.67%	$11.293M 447,938 shares@ $25.22 avg price	Increased 13.2%
BLDGCambria Global Real Estate Etf Recent Activity Increased 9.44%	2.63%	$11.122M 440,618 shares@ $25.25 avg price	Increased 9.44%
BARGraniteshares Gold Trust Recent Activity Increased 11.45%	1.39%	$5.856M 233,165 shares@ $25.12 avg price	Increased 11.45%
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Recent Activity Increased 19.11%	1.35%	$5.707M 439,346 shares@ $13.0 avg price	Increased 19.11%
VTIVanguard Total Stock Market Index Fund Recent Activity	0.77%	$3.242M 14,000 shares@ $231.56 avg price
IWFIshares Trust Russell 1000 Recent Activity	0.57%	$2.407M 7,285 shares@ $330.47 avg price
VDCVanguard Consumer Staples Index Fund Recent Activity	0.16%	$671,343 3,898 shares@ $172.23 avg price
XLKTechnology Select Sector Spdr Fund Recent Activity	0.09%	$342,967 1,806 shares@ $189.91 avg price