Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY MANAGEMENT CORP | 11-14-2023 | 09-30-2023 | 157 | 440,350,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. TECH ETF | 151 | $404,991 | 3,860 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| NIKE INC | CL B | 152 | $395,484 | 4,136 | 0.00 | 0.00 | 918 | 28.53 | 09-30-2023 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 153 | $391,112 | 3,038 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ADOBE INC | COM | 154 | $381,405 | 748 | 0.00 | 748 | +Inf | 09-30-2023 |
