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Home > Institutional Investor > Family Management Corp > Profile

Instuitional Investor - Family Management Corp

Fund Profile
Filing Period:
Fund Name: Family Management Corp
Portfolio Value $481,738,559
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 470,957 $51,866,486 10.76%
2.
Pimco Etf Trust
 404,037 $40,318,819 8.36%
3.
Spdr S & P 500 Etf Trust
 SPY 49,494 $23,524,991 4.88%
4.
Ishares Tr
 380,797 $19,525,367 4.05%
5.
Apple Inc.
 AAPL 98,739 $19,010,220 3.94%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)