| |
|
|
| Name: |
Family Firm Inc. |
| City: |
BETHESDA |
| State: |
MD |
| Zip: |
20814 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
19 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
99 |
- |
$188.76 |
$610,000 |
3,380 |
0.15% |
96,000 |
0 |
0 |
Internet Software & S... |
|
|
JXI |
iShares S&P Global Utilitie... |
100 |
- |
$60.46 |
$609,000 |
10,313 |
0.15% |
6,000 |
0 |
0.421 |
Closed - End Fund - E... |
|
|
IXP |
iShares Tr S&P Glbl Technlg |
102 |
- |
$85.44 |
$581,000 |
6,909 |
0.14% |
65,000 |
0 |
0.147 |
Closed - End Fund - E... |
|
|
BA |
Boeing Co |
107 |
- |
$176.71 |
$518,000 |
2,684 |
0.13% |
-182,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
IXG |
iShares Tr S&P Glbl Fncl Sct |
118 |
- |
$86.16 |
$478,000 |
5,517 |
0.12% |
44,000 |
0 |
0.015 |
Closed - End Fund - E... |
|
|
WLTW |
Willis Towers Watson Public... |
119 |
- |
$254.86 |
$469,000 |
1,704 |
0.11% |
58,000 |
0 |
0.001 |
Insurance Brokers |
|
|
EWU |
iShares United Kingdom Index |
123 |
- |
$35.67 |
$450,000 |
13,153 |
0.11% |
15,000 |
0 |
0.015 |
Closed - End Fund - E... |
|
|
ETN |
Eaton Corp |
146 |
- |
$327.43 |
$336,000 |
1,074 |
0.08% |
77,000 |
0 |
0 |
Diversified Machinery |
|
|
GHC |
Graham Holdings Co |
147 |
- |
$750.81 |
$334,000 |
435 |
0.08% |
31,000 |
0 |
0.011 |
Publishing |
|
|
AVGO |
Broadcom Limited |
149 |
- |
$1,303.11 |
$325,000 |
245 |
0.08% |
51,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
UBER |
Uber Technologies, Inc |
152 |
- |
$70.43 |
$315,000 |
4,088 |
0.08% |
63,000 |
0 |
0 |
N/A |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
159 |
- |
$0.00 |
$292,000 |
2,811 |
0.07% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
EPP |
iShares MSCI Pacific Ex-Japan |
163 |
- |
$43.78 |
$277,000 |
6,477 |
0.07% |
-4,000 |
0 |
0.015 |
Closed - End Fund - E... |
|
|
UNP |
Union Pacific Corp |
164 |
- |
$242.38 |
$273,000 |
1,108 |
0.07% |
1,000 |
0 |
0 |
Railroads |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
165 |
- |
$34.07 |
$270,000 |
8,528 |
0.07% |
6,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
KO |
Coca-Cola Co |
168 |
- |
$62.62 |
$263,000 |
4,300 |
0.06% |
10,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
ACN |
Accenture Plc |
173 |
- |
$310.66 |
$252,000 |
726 |
0.06% |
-3,000 |
0 |
0 |
Management Services |
|
|
LIN |
Linde Plc |
181 |
- |
$430.00 |
$228,000 |
490 |
0.06% |
27,000 |
0 |
0 |
N/A |
|
|
PEY |
Invesco High Yield Eq Div A... |
185 |
- |
$20.15 |
$218,000 |
10,536 |
0.05% |
-5,000 |
0 |
0 |
Closed - End Fund - Debt |
|
