Family Management Corp Buys JPMorgan Ultra-Short Income ETF, Amazon.com Inc, PIMCO Dynamic Income Fund, Sells Autodesk Inc, ISHARES TRUST, RiverNorth Opportunistic Municipal Income Fund, In

• New Purchases: PDO, AXP, DLY, SNOW, PATH, SUI, AMP, OWL, RMI, RMI, BWG, SYK, ASGI, MCD, ELS, BEAM, PM, BRK.A, BAC, GLPI, ADPT, BBIO, TWTR, MMM, LMT, XYL, VRM, ITEQ, DOW, CB, BYND, SFIX, NTNX, PANW, AEP, AMG, ANET, SPLK, ULTA, LYFT, EXAS, ADBE, VEEV, FIVE, AHAC, XLE, VDE, ICLN, EFA, GERN,
• Added Positions: JPST, AMZN, MSFT, ITOT, VIG, AAPL, HD, JNJ, FB, MRK, DIS, MO, JPM, AMT, GOOGL, PG, BMY, DUK, WMT, KO, VZ, RTX, PEP, TSLA, VTI, SGEN, NEE, PFE, UNP, MDT, UNH, EQIX, INVH, SQ, SHOP, AJX, NKE, CPNG, TWLO, GOOG, AMH, BABA, NOW, CMCSA, INTC, USB, CVX, AMGN, SPY, NVDA, PYPL, FTK, SUSA, ACN, ABT,
• Reduced Positions: USMV, BRK.B, IUSV, MINT, VCSH, JPS, DBRG, TRTX, REGN, IAU, ERII, IJR, IGIB, NYMT, T, NEA, DMO, BRW, GSLC, MUI, DSU, VRTX, REM, SCHX, BGIO, XOM, MFA, ISEE, TSI, INSG, DVY, SCHA, DX,
• Sold Out: ADSK, RMI, RMI, ALXN, CIK, FSK, NXQ, LNC, WFC, BIT, NSL,

For the details of Family Management Corp's stock buys and sells, go to https://www.gurufocus.com/guru/family+management+corp/current-portfolio/portfolio

1. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 247,904 shares, 4.83% of the total portfolio. Shares reduced by 12.89%
2. Apple Inc (AAPL) - 121,632 shares, 4.41% of the total portfolio. Shares added by 10.83%
3. Amazon.com Inc (AMZN) - 4,473 shares, 4.07% of the total portfolio. Shares added by 42.91%
4. JPMorgan Ultra-Short Income ETF (JPST) - 300,607 shares, 4.04% of the total portfolio. Shares added by 50.16%
5. Microsoft Corp (MSFT) - 55,527 shares, 3.98% of the total portfolio. Shares added by 16.46%

Family Management Corp initiated holding in PIMCO Dynamic Income Fund. The purchase prices were between $20.07 and $23.18, with an estimated average price of $20.94. The stock is now traded at around $21.190000. The impact to a portfolio due to this purchase was 1.1%. The holding were 179,891 shares as of 2021-06-30.

Family Management Corp initiated holding in American Express Co. The purchase prices were between $141.44 and $169.45, with an estimated average price of $156.26. The stock is now traded at around $164.555000. The impact to a portfolio due to this purchase was 1.04%. The holding were 23,761 shares as of 2021-06-30.

Family Management Corp initiated holding in DoubleLine Yield Opportunities Fund. The purchase prices were between $19.14 and $20, with an estimated average price of $19.72. The stock is now traded at around $19.891000. The impact to a portfolio due to this purchase was 0.82%. The holding were 155,159 shares as of 2021-06-30.

Family Management Corp initiated holding in Snowflake Inc. The purchase prices were between $188.24 and $251.25, with an estimated average price of $232.72. The stock is now traded at around $276.280000. The impact to a portfolio due to this purchase was 0.72%. The holding were 11,307 shares as of 2021-06-30.

Family Management Corp initiated holding in UiPath Inc. The purchase prices were between $65.4 and $85.12, with an estimated average price of $73.46. The stock is now traded at around $60.010000. The impact to a portfolio due to this purchase was 0.7%. The holding were 39,183 shares as of 2021-06-30.

Family Management Corp initiated holding in Sun Communities Inc. The purchase prices were between $150.04 and $177.6, with an estimated average price of $165.37. The stock is now traded at around $195.965000. The impact to a portfolio due to this purchase was 0.48%. The holding were 10,669 shares as of 2021-06-30.

Family Management Corp added to a holding in JPMorgan Ultra-Short Income ETF by 50.16%. The purchase prices were between $50.6 and $50.69, with an estimated average price of $50.65. The stock is now traded at around $50.718700. The impact to a portfolio due to this purchase was 1.35%. The holding were 300,607 shares as of 2021-06-30.

Family Management Corp added to a holding in Amazon.com Inc by 42.91%. The purchase prices were between $3094.08 and $3505.44, with an estimated average price of $3316.5. The stock is now traded at around $3241.850000. The impact to a portfolio due to this purchase was 1.22%. The holding were 4,473 shares as of 2021-06-30.

Family Management Corp added to a holding in iShares Core S&P Total U.S. Stock Market ETF by 24.78%. The purchase prices were between $91.38 and $98.86, with an estimated average price of $95.92. The stock is now traded at around $101.190000. The impact to a portfolio due to this purchase was 0.55%. The holding were 106,666 shares as of 2021-06-30.

Family Management Corp added to a holding in Vanguard Dividend Appreciation FTF by 20.30%. The purchase prices were between $146.42 and $155.96, with an estimated average price of $152.78. The stock is now traded at around $161.860000. The impact to a portfolio due to this purchase was 0.48%. The holding were 69,654 shares as of 2021-06-30.

Family Management Corp added to a holding in Merck & Co Inc by 165.70%. The purchase prices were between $70.26 and $77.77, with an estimated average price of $74.29. The stock is now traded at around $78.450000. The impact to a portfolio due to this purchase was 0.14%. The holding were 10,575 shares as of 2021-06-30.

Family Management Corp added to a holding in Altria Group Inc by 171.98%. The purchase prices were between $46.31 and $52.31, with an estimated average price of $49.19. The stock is now traded at around $48.420000. The impact to a portfolio due to this purchase was 0.13%. The holding were 16,425 shares as of 2021-06-30.

Family Management Corp sold out a holding in Autodesk Inc. The sale prices were between $269.54 and $300.16, with an estimated average price of $285.13.

Family Management Corp sold out a holding in RiverNorth Opportunistic Municipal Income Fund, In. The sale prices were between $21.62 and $23.27, with an estimated average price of $22.51.

Family Management Corp sold out a holding in RiverNorth Opportunistic Municipal Income Fund, In. The sale prices were between $21.62 and $23.27, with an estimated average price of $22.51.

Family Management Corp sold out a holding in . The sale prices were between $152.35 and $184.3, with an estimated average price of $171.17.

Family Management Corp sold out a holding in Credit Suisse Asset Mgmt Income Fund Inc. The sale prices were between $3.33 and $3.63, with an estimated average price of $3.48.

Family Management Corp sold out a holding in FS KKR Capital Corp. The sale prices were between $19.83 and $23.31, with an estimated average price of $21.39.