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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 $447,730,619
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 193,861 $61,577,877 13.75%
2.
Vanguard Ftse Developed Markets Etf - ETF
 672,555 $34,185,987 7.64%
3.
Vanguard Bond Index Funds
 BND 315,928 $23,204,923 5.18%
4.
Ishares 0-5 Year Tips Bond Etf - ETF
 146,868 $15,196,430 3.39%
5.
Ishares Trust
 IEF 306,353 $13,929,849 3.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)