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  Name: Family Firm Inc.
  City: BETHESDA
  State: MD
  Zip: 20814
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $410,451,000
  Total Value Change : $22,795,000
  Securities Held Change : 8
   
All Securities Held : 196
  New Positions : 14
  Closed Positions : 6
  Increased Positions : 113
  Unchanged Positions : 19
  Decreased Positions : 50

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Holdings Found : 14     View All Holdings Currently Viewing:  New 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
   (HLS)1 Year Chart         HLS Encompass Health Corp 40 New $85.88 $2,166,000 26,232 0.53% 2,166,000 26,232 0.027    Hospitals
   (GE)1 Year Chart         GE General Electric Co 172 New $168.78 $254,000 1,449 0.06% 254,000 1,449 0    Conglomerates
   (BAC)1 Year Chart         BAC Bank of America Corp 175 New $37.84 $246,000 6,497 0.06% 246,000 6,497 0    Domestic Money Center...
   (SYY)1 Year Chart         SYY SYSCO Corp 182 New $75.81 $222,000 2,736 0.05% 222,000 2,736 0.001    Food Wholesale
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 187 New $68.91 $214,000 2,998 0.05% 214,000 2,998 0.002    Closed - End Fund - E...
   (TM)1 Year Chart         TM Toyota Motor Corporation (ADR) 188 New $232.88 $213,000 846 0.05% 213,000 846 0.001    Auto Manufacturers
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 189 New $0.00 $212,000 218 0.05% 212,000 218 0    Semiconductor Equipme...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 190 New $424.87 $209,000 476 0.05% 209,000 476 0    Asset Management
   (PGR)1 Year Chart         PGR Progressive Corp 191 New $215.46 $205,000 992 0.05% 205,000 992 0    Property & Casualty I...
   (PSX)1 Year Chart         PSX Phillips 66 192 New $145.21 $203,000 1,242 0.05% 203,000 1,242 0.001    Oil & Gas Refining, P...
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 193 New $284.04 $203,000 651 0.05% 203,000 651 0    Technical & System So...
   (TRV)1 Year Chart         TRV Travelers Companies Inc 195 New $216.97 $202,000 876 0.05% 202,000 876 0    Property & Casualty I...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 194 New $55.74 $202,000 2,536 0.05% 202,000 2,536 0.001    Drug Stores
   (EHAB)1 Year Chart         EHAB Enhabit, Inc. 196 New $9.90 $124,000 10,648 0.03% 124,000 10,648 0.018    N/A
      14 Records Found
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