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Philip Frank

@Family Management Corp

Latest period2024 - Q3ReportedManaged Assets$605.767MTotal holdings188
Assets growth rate6.42%Assets growth rate (2-Q avg)5.6%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Management Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Family Management Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 605.767M in assets, with a quarterly growth rate of 6.42% and a 2-quarter average growth rate of 5.6%. The portfolio is managed by Philip Frank, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FFNDNorthern Lts Fd Tr Ii
Recent Activity
New Position
0.02%
$103,411
4,378 shares@ $23.63 avg price
SCHASchwab Strategic Tr
Recent Activity
New Position
0.01%
$21
0 shares@ $0.0 avg price