Family Firm, Inc. Buys 2, Sells 3 in 2nd Quarter

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Jul 29, 2022
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Family Firm, Inc. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

8120 WOODMONT AVE BETHESDA, MD 20814

As of the latest 13F report, the guru’s equity portfolio contained 180 stocks valued at a total of $387.00Mil. The top holdings were IWV(16.20%), VEA(7.14%), and BND(6.43%).

According to GuruFocus data, these were Family Firm, Inc.’s top five trades of the quarter.

Amazon.com Inc


Family Firm, Inc. reduced their investment in NAS:AMZN by 3,040 shares. The trade had a 0.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $125.73.

On 07/29/2022, Amazon.com Inc traded for a price of $134.95 per share and a market cap of $1,511.49Bil. The stock has returned -25.03% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Amazon.com Inc has a price-earnings ratio of 71.71, a price-book ratio of 11.31, a price-earnings-to-growth (PEG) ratio of 1.71, a EV-to-Ebitda ratio of 25.78 and a price-sales ratio of 3.20.

The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 8.

Embecta Corp


The guru sold out of their 291-share investment in NAS:EMBC. Previously, the stock had a 0% weight in the equity portfolio. Shares traded for an average price of $28.89 during the quarter.

On 07/29/2022, Embecta Corp traded for a price of $29.43 per share and a market cap of $1.69Bil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Embecta Corp has a price-earnings ratio of 3.20, a EV-to-Ebitda ratio of 13.97 and a price-sales ratio of 2.91.

Apple Inc


During the quarter, Family Firm, Inc. bought 742,022 shares of NAS:AAPL for a total holding of 775,128. The trade had a 1.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $158.61.

On 07/29/2022, Apple Inc traded for a price of $162.51 per share and a market cap of $2,694.28Bil. The stock has returned 12.19% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Apple Inc has a price-earnings ratio of 27.03, a price-book ratio of 40.04, a price-earnings-to-growth (PEG) ratio of 1.90, a EV-to-Ebitda ratio of 20.71 and a price-sales ratio of 7.13.

The price-to-GF Value ratio is 0.97, earning the stock a GF Value rank of 6.

iShares Russell 3000 ETF


Family Firm, Inc. reduced their investment in ARCA:IWV by 3,623 shares. The trade had a 0.26% impact on the equity portfolio. During the quarter, the stock traded for an average price of $270.47.

On 07/29/2022, iShares Russell 3000 ETF traded for a price of $238.01 per share and a market cap of $10.88Bil. The stock has returned -8.03% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Russell 3000 ETF has a price-earnings ratio of 17.84 and a price-book ratio of 3.27.

iShares MSCI EAFE ETF


During the quarter, Family Firm, Inc. bought 7,460 shares of ARCA:EFA for a total holding of 54,823. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $78.

On 07/29/2022, iShares MSCI EAFE ETF traded for a price of $65.72 per share and a market cap of $47.67Bil. The stock has returned -14.29% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares MSCI EAFE ETF has a price-earnings ratio of 12.78 and a price-book ratio of 1.55.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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