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Home > Institutional Investor > Family Firm, Inc. > Profile

Instuitional Investor - Family Firm, Inc.

Fund Profile
Filing Period:
Fund Name: Family Firm, Inc.
Portfolio Value $387,657,913
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 215,443 $58,975,307 15.21%
2.
Vanguard Ftse Developed Markets Etf
 627,316 $30,048,454 7.75%
3.
Vanguard Bond Index Funds
 BND 281,765 $20,723,809 5.34%
4.
Ishares 0-5 Year Tips Bond Etf
 136,980 $13,504,893 3.48%
5.
Ishares Trust
 IEF 25,650 $12,251,238 3.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)