Family Management Corp has disclosed 164 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $482.00 Mil. The turnover rate is 23%.
In Family Management Corp's current portfolio as of 2023-12-31, the top 5 holdings are
iShares Short Treasury Bond ETF (SHV), PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT), S&P 500 ETF TRUST ETF (SPY), iShares 1-3 Year Credit Bond ETF (IGSB), Apple Inc (AAPL), not including call and put options.
Family Management Corp did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Family Management Corp, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Family Management Corp, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Family Management Corp.
