Family Firm, Inc. Portfolio Holdings
Family Firm, Inc.
- $413 Million
- Q1 2024
Family Firm, Inc. has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $413 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $62.1M, Vanguard Ftse Developed Market with a value of $31.7M, Vanguard Bd Index Fd Inc Total with a value of $21.4M, Ishares Barclays 0 5 Year Tips with a value of $14M, and Ishares Core S&P 500 ETF with a value of $13.4M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $401M to 413M.
Below you can find more details about Family Firm, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 197
- Current Value $413 Million
- Prior Value $401 Million
- Filing
- Period Q1 2024
- Filing Date May 01, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 14 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 50 stocks