TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$1.58M
3 +$807K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$443K
5
O icon
Realty Income
O
+$436K

Sector Composition

1 Healthcare 6.03%
2 Financials 3.65%
3 Real Estate 2.86%
4 Industrials 2.41%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K ﹤0.01%
16
+3
327
$7K ﹤0.01%
180
328
$7K ﹤0.01%
178
329
$7K ﹤0.01%
200
330
$7K ﹤0.01%
109
331
$7K ﹤0.01%
193
332
$7K ﹤0.01%
40
-500
333
$7K ﹤0.01%
174
334
$7K ﹤0.01%
117
335
$7K ﹤0.01%
191
336
$7K ﹤0.01%
149
337
$7K ﹤0.01%
58
338
$7K ﹤0.01%
110
339
$7K ﹤0.01%
154
-13
340
$7K ﹤0.01%
421
341
$7K ﹤0.01%
210
342
$7K ﹤0.01%
166
343
$6K ﹤0.01%
580
344
$6K ﹤0.01%
177
345
$6K ﹤0.01%
183
346
$6K ﹤0.01%
446
+315
347
$6K ﹤0.01%
72
348
$6K ﹤0.01%
239
349
$6K ﹤0.01%
102
350
$6K ﹤0.01%
108