Family Firm, Inc. Purchases and Sells in Q1 2025

Family Firm, Inc.

$445 Million
Q1 2025

Top Buys

Incresed Positions

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STIP	2.99K + 2.08%	$100.59 - $103.47 $301K - $309K	147K $15.2M
IEFA	7.88K + 57.75%	$69.57 - $78.65 $548K - $620K	21.5K $1.63M
RING	2.99K + 7.08%	$28.64 - $38.36 $85.5K - $115K	45.2K $1.73M
IGOV	2.61K + 1.55%	$37.39 - $39.79 $97.7K - $104K	171K $6.76M
AGG	1.25K + 2.27%	$95.85 - $99.25 $120K - $124K	56.1K $5.55M
AFL	3 + 0.01%	$100.99 - $111.19 $303 - $334	29.9K $3.33M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	1.14K New	$243.19 - $288.14 $278K - $329K	1.14K $329K
RF	13.2K New	$20.84 - $24.77 $276K - $328K	13.2K $287K
IYC	2.99K New	$85.71 - $101.2 $256K - $303K	2.99K $264K
PGR	834 New	$235.61 - $291.22 $196K - $243K	834 $236K
IYK	3.01K New	$63.29 - $71.8 $191K - $216K	3.01K $215K
SHEL	2.84K New	$62.84 - $73.29 $179K - $208K	2.84K $208K

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-299K - 48.63%	$71.17 - $73.66 $21.3M - $22M	316K $23.2M
VNQ	-230K - 76.96%	$85.55 - $94.34 $19.7M - $21.7M	68.9K $6.24M
MSFT	-33.5K - 89.33%	$375.39 - $447.2 $12.6M - $15M	4K $1.5M
IJS	-99.9K - 57.7%	$96.3 - $112.23 $9.62M - $11.2M	73.2K $7.14M
TIP	-98.7K - 52.65%	$106.22 - $111.09 $10.5M - $11M	88.7K $9.86M
EFA	-100K - 58.21%	$74.85 - $84.89 $7.51M - $8.52M	72.1K $5.89M

Activity Summary All Purchases 130 New Holdings 8 Increased Positions 122 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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