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
$438M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.57M
3
+$2.53M
4
BND icon
Vanguard Total Bond Market
BND
+$2.52M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$1.6M

Top Sells

1
+$9.21M
2
+$320K
3
+$219K
4
AAPL icon
Apple
AAPL
+$218K
5
NVDA icon
NVIDIA
NVDA
+$208K

Sector Composition

1 Consumer Discretionary 0%
2 Energy 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.82T
– –
-760
NVDA icon
27
NVIDIA
NVDA
$4.46T
– –
-1,550
WMB icon
28
Williams Companies
WMB
$76.3B
– –
-4,040
1
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