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Justin Dausch

@Alm First Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$423.133MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard S&p 500 Etf
Recent Activity
31.13%
$131.704M
295,740 shares@ $445.34 avg price
TRTYCambria Trinity Etf
Recent Activity
Increased 11.99%
12.03%
$50.882M
2.044M shares@ $24.9 avg price
GMOMCambria Global Momentum Etf
Recent Activity
Increased 6.24%
11.96%
$50.572M
1.778M shares@ $28.46 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Increased 20.27%
8.22%
$34.743M
483,150 shares@ $71.92 avg price
VAMOCambria Value And Momentum Etf
Recent Activity
Increased 7.44%
5.18%
$21.877M
756,884 shares@ $28.91 avg price
GVALCambria Global Value Etf
Recent Activity
Increased 12.05%
4.81%
$20.346M
1.008M shares@ $20.18 avg price
SYLDCambria Shareholder Yield Etf
Recent Activity
Increased 4.89%
3.18%
$13.443M
209,767 shares@ $64.09 avg price
SCHPSchwab Us Equity
Recent Activity
Increased 138.4%
2.74%
$11.569M
447,872 shares@ $25.84 avg price
EMLCVaneck Jp Morgan Em Local C
Recent Activity
Increased 21.34%
2.73%
$11.518M
498,418 shares@ $23.12 avg price
FMFFirst Trust Managed Futures Stragegy Fund
Recent Activity
Increased 16.25%
2.71%
$11.442M
240,485 shares@ $47.58 avg price