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FOR
Family Office Research Portfolio holdings
AUM
$267M
1-Year Est. Return
27.99%
This Fund
S&P 500
This Quarter
Est. Return
+3.67%
1 Year Est. Return
+27.99%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
–
Cap. Flow
+$230M
Cap. Flow
% of AUM
100.65%
Top 10 Holdings %
Top 10 Hldgs %
74.55%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marriott International
MAR
|
+$59.4M |
| 2 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$21.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$19.9M |
| 4 |
iShares US Small Cap Equity Factor ETF
SMLF
|
+$14.1M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$14M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 27.99% |
| 2 | Industrials | 4.04% |
| 3 | Technology | 2.11% |
| 4 | Healthcare | 1.07% |
| 5 | Financials | 0.64% |
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Family Office Research's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Family Office Research, which disclosed 75 positions worth $228M. Its ten largest holdings account for 75% of the portfolio.
Its largest position is Marriott International: 216,277 shares worth $60.3M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 28% of assets, followed by Industrials and Technology.
- Family Office Research's largest Q4 2024 buy was Marriott International: 216,277 shares worth $60.3M.
- Family Office Research's ten largest holdings make up 75% of its $228M portfolio in Q4 2024.
- Family Office Research disclosed 75 positions in Q4 2024, its first 13F filing on record.
Based on Family Office Research's 13F filing for Q4 2024, filed 13 Feb 2025.