Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
25
0
1
1
2
0
16
2
1
FAMILY FIRM INC

Time Period2019-03-31

Total Holdings138

Total Value ($x1000)274,991
Activities
New11

Increased63

Unchanged11

Decreased53

Sold Out5

Top 10 Stock Holdingstotal 50.89%
IWW15.42

VEA7.55

BND7.27

STIP3.56

IVV3.33

 
TIP3.27

IGE3.18

SCHB2.71

AGG2.43

FLTR2.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWW
15.42%
RUS 3000 VAL ETF
VEA
7.55%
FTSE DEV MKT ETF
BND
7.27%
TOTAL BND MRKT
STIP
3.56%
0-5 YR TIPS ETF
IVV
3.33%
CORE S&P500 ETF
TIP
3.27%
TIPS BD ETF
IGE
3.18%
NA NAT RES
SCHB
2.71%
US BRD MKT ETF
AGG
2.43%
CORE TOTUSBD ETF
FLTR
2.17%
INVT GRADE FLTG
TOTL
1.71%
SPDR TR TACTIC
IGOV
1.71%
INTL TREA BD ETF
VNQ
1.58%
REIT ETF
IJS
1.55%
SP SMCP600VL ETF
WIP
1.54%
DB INT GVT ETF
VOOV
1.41%
500 VAL IDX FD
EFA
1.34%
MSCI EAFE ETF
VTHR
1.33%
VNG RUS3000IDX
IXC
1.33%
GLOBAL ENERG ETF
IWB
1.3%
RUS 1000 ETF
VSS
1.09%
FTSE SMCAP ETF
VWO
1.07%
FTSE EMR MKT ETF
IVW
0.94%
S&P 500 GRWT ETF
BHK
0.91%
SHS BEN INT
IEV
0.9%
EUROPE ETF
ICF
0.81%
COHEN&STEER REIT
GIM
0.78%
COM
IEF
0.77%
7-10 Y TR BD ETF
IFGL
0.73%
INTL DEV RE ETF
IDU
0.71%
U.S. UTILITS ETF
GOOG
0.71%
CALL
RMT
0.7%
COM
IJR
0.7%
CORE S&P SCP ETF
VDE
0.67%
ENERGY ETF
IJH
0.65%
CORE S&P MCP ETF
GOOG
0.65%
CAP STK CL C
FFC
0.62%
COM
SHY
0.6%
1-3 YR TR BD ETF
IJJ
0.59%
S&P MC 400VL ETF
EMF
0.57%
COM
IJK
0.54%
S&P MC 400GR ETF
AAPL
0.51%
COM
IJT
0.49%
SP SMCP600GR ETF
EEM
0.48%
MSCI EMG MKT ETF
IYG
0.45%
U.S. FIN SVC ETF
FAX
0.44%
COM
IVE
0.44%
S&P 500 VAL ETF
EWC
0.44%
MSCI CDA ETF
GUNR
0.43%
MORNSTAR UPSTR
MRK
0.43%
COM
BA
0.4%
COM
TLT
0.4%
20+ YR TR BD ETF
SCZ
0.4%
EAFE SML CP ETF
BRK.B
0.37%
CL B NEW
XOM
0.35%
COM
ISHG
0.32%
3YRTB ETF
IWZ
0.31%
RUS 3000 GRW ETF
IBB
0.31%
NASDQ BIOTEC ETF
IXJ
0.3%
GLOB HLTHCRE ETF
IWM
0.29%
RUSSELL 2000 ETF
IYZ
0.29%
U.S. TELECOM ETF
JNJ
0.28%
COM
PICK
0.28%
MSCI GBL ETF NEW
XME
0.25%
S&P METALS MNG
VT
0.25%
TT WRLD ST ETF
UNP
0.24%
COM
IGM
0.23%
N AMER TECH ETF
CVX
0.23%
COM
XLY
0.22%
SBI CONS DISCR
VBK
0.21%
SML CP GRW ETF
ITB
0.21%
US HOME CONS ETF
IEZ
0.2%
US OIL EQ&SV ETF
IYK
0.2%
U.S. CNSM GD ETF
WFC
0.2%
COM
VO
0.2%
MID CAP ETF
HD
0.19%
COM
VNO
0.19%
SH BEN INT
EWZ
0.18%
MSCI BRZ CAP ETF
XLV
0.17%
SBI HEALTHCARE
IYE
0.17%
U.S. ENERGY ETF
JPM
0.16%
COM
MSFT
0.16%
COM
DIS
0.16%
COM DISNEY
EPP
0.16%
MSCI PAC JP ETF
ITF
0.16%
JAPAN LG-CAP ETF
CABO
0.16%
COM
SUB
0.15%
SHT NTLAMTFR ETF
CSCO
0.15%
COM
PEP
0.15%
COM
XLP
0.15%
SBI CONS STPLS
IXG
0.15%
GLOBAL FINLS ETF
XLF
0.14%
SBI INT-FINL
MSEX
0.14%
COM
EWA
0.14%
MSCI AUST ETF
MMM
0.14%
COM
XLE
0.13%
SBI INT-ENERGY
BDX
0.13%
COM
IHE
0.13%
U.S. PHARMA ETF
BAC
0.13%
COM
IBM
0.13%
COM
XLI
0.13%
SBI INT-INDS
ABT
0.13%
COM
HON
0.12%
COM
EFV
0.12%
EAFE VALUE ETF
NVDA
0.12%
COM
XLK
0.12%
TECHNOLOGY
ABBV
0.12%
COM
MAR
0.12%
CL A
IAT
0.12%
US REGNL BKS ETF
ACN
0.11%
SHS CLASS A
AMZN
0.11%
COM
COST
0.11%
COM
MUAH
0.11%
19 AMT-FREE MN
IXP
0.11%
GLOB TELECOM ETF
GHC
0.11%
COM
COP
0.1%
COM
PG
0.1%
COM
NEOG
0.1%
COM
VB
0.1%
SMALL CP ETF
SCHF
0.09%
INTL EQTY ETF
RTN
0.09%
COM NEW
CI
0.09%
COM
LOW
0.09%
COM
ADP
0.09%
COM
YUM
0.09%
COM
VGK
0.09%
FTSE EUROPE ETF
PNC
0.09%
COM
PFE
0.08%
COM
JXI
0.08%
GLOB UTILITS ETF
VZ
0.08%
COM
NSC
0.08%
COM
LRCX
0.08%
COM
XLNX
0.08%
COM
INTU
0.08%
COM
SBUX
0.08%
COM
T
0.08%
COM
VBR
0.07%
SM CP VAL ETF
APD
0.07%
COM
EIDO
0.09%
MSCI INDONIA ETF
UNH
0.09%
COM
VPU
0.09%
UTILITIES ETF
AMGN
0.08%
COM
EBS
0.08%
COM