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  Name: FAMILY MANAGEMENT CORP
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $541,047,000
  Total Value Change : $59,482,000
  Securities Held Change : 14
   
All Securities Held : 177
  New Positions : 30
  Closed Positions : 19
  Increased Positions : 50
  Unchanged Positions : 48
  Decreased Positions : 49

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Holdings Found : 19     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PDO)1 Year Chart         PDO Pimco Dynamic Income Opport... 185 Closed $0.00 $0 0 0% -153,000 -12,527 0    N/A
   (RSEE)1 Year Chart         RSEE Rareview Systematic Equity Etf 191 Closed $0.00 $0 0 0% -106,000 -4,078 0    N/A
   (ERII)1 Year Chart         ERII Energy Recovery, Inc. 178 Closed $13.58 $0 0 0% -438,000 -23,245 0    Multi Utilities
   (BTZ)1 Year Chart         BTZ Blackrock Preferred & Equit... 184 Closed $10.49 $0 0 0% -125,000 -12,119 0    Asset Management
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 190 Closed $348.75 $0 0 0% -1,632,000 -6,392 0    N/A
   (JPC)1 Year Chart         JPC Nuveen Multi-Strategy Incom... 177 Closed $7.19 $0 0 0% -96,000 -14,156 0    Closed - End Fund - Debt
   (MCD)1 Year Chart         MCD McDonalds Corp 183 Closed $267.87 $0 0 0% -2,877,000 -9,702 0    Restaurants
   (DBL)1 Year Chart         DBL Doubleline Opportunistic Cr... 189 Closed $15.13 $0 0 0% -220,000 -14,314 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 196 Closed $81.40 $0 0 0% -146,000 -1,774 0    Closed - End Fund - E...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 182 Closed $136.95 $0 0 0% -3,427,000 -26,683 0    Business Services
   (TUA)1 Year Chart         TUA Simplify Short Term Treasur... 188 Closed $0.00 $0 0 0% -209,000 -9,045 0    N/A
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 195 Closed $8.09 $0 0 0% -153,000 -13,468 0    Broadcasting - TV
   (GHTA)1 Year Chart         GHTA Goose Hollow Tactical Alloc... 181 Closed $0.00 $0 0 0% -138,000 -5,000 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 187 Closed $177.81 $0 0 0% -2,442,000 -9,828 0    Auto Manufacturers
   (TOTL)1 Year Chart         TOTL SPDR DoubleLine Total Retur... 194 Closed $39.50 $0 0 0% -299,000 -7,418 0    N/A
   (MYFW)1 Year Chart         MYFW First Western Financial Inc 180 Closed $18.08 $0 0 0% -605,000 -30,515 0    N/A
   (NMZ)1 Year Chart         NMZ Nuveen Municipal High Incom... 186 Closed $10.60 $0 0 0% -146,000 -14,750 0    Closed - End Fund - Debt
   (SHOP)1 Year Chart         SHOP Shopify Inc 192 Closed $58.91 $0 0 0% -203,000 -2,600 0    N/A
   (FIXD)1 Year Chart         FIXD First Trust Tcw Opportnisti... 179 Closed $42.97 $0 0 0% -203,000 -4,556 0    N/A
      19 Records Found
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Page 1 of 1
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