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TFF
The Family Firm Portfolio holdings
AUM
$415M
1-Year Est. Return
12.42%
This Fund
S&P 500
This Quarter
Est. Return
+0.67%
1 Year Est. Return
+12.42%
3 Year Est. Return
+40.24%
5 Year Est. Return
+64%
10 Year Est. Return
+101.81%
AUM
$192M
AUM Growth
–
Cap. Flow
+$239M
Cap. Flow
% of AUM
124.25%
Top 10 Holdings %
Top 10 Hldgs %
56.22%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$43.3M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
+$36.2M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$14.8M |
| 4 |
Vanguard Total Bond Market
BND
|
+$10.4M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$10.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 2.37% |
| 2 | Energy | 1.95% |
| 3 | Financials | 1.29% |
| 4 | Technology | 1.13% |
| 5 | Industrials | 1.07% |
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The Family Firm's Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for The Family Firm, which disclosed 109 positions worth $192M. Its ten largest holdings account for 56% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 200 shares worth $452K.
By sector, the portfolio is most concentrated in Healthcare at 2.4% of assets, followed by Energy and Financials.
- The Family Firm's largest Q4 2014 buy was Berkshire Hathaway Class A: 200 shares worth $452K.
- The Family Firm's ten largest holdings make up 56% of its $192M portfolio in Q4 2014.
- The Family Firm disclosed 109 positions in Q4 2014, its first 13F filing on record.
Based on The Family Firm's 13F filing for Q4 2014, filed 9 Feb 2015.