Portfolio (Quarterly) Guide ↗

ALM First Financial Advisors, LLC

· CIK 0001950054

13F Portfolio $594M AUM 22 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 13 Added 3 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Cambria Global Momentum ETF	—	1,903,510	$63.2M	12.52%	SOLD
2	FMF	First Trust Managed Futures Stragegy Fund	—	261,004	$12.3M	2.43%	SOLD
3	PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	—	462,463	$6.1M	1.21%	SOLD

Sector Allocation

Financial Services 100.0%