AFFA

ALM First Financial Advisors Portfolio holdings

AUM $462M
1-Year Est. Return 8.41%
This Quarter Est. Return
1 Year Est. Return
+8.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.18%
2 Energy 0.05%
3 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$208K 0.05%
+1,550
27
$207K 0.05%
+3,850