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TFO

Tarbox Family Office Portfolio holdings

AUM $616M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$558K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$143K
3
+$120K
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$19.9K
5
T icon
AT&T
T
+$15.9K

Top Sells

1
+$1.21M
2
+$1.17M
3
+$1.05M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$548K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$433K

Sector Composition

1 Healthcare 5.05%
2 Materials 4.59%
3 Financials 3.09%
4 Real Estate 2.94%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
51
427
$3K ﹤0.01%
53
428
$3K ﹤0.01%
98
429
$3K ﹤0.01%
77
430
$3K ﹤0.01%
108
-24
431
$3K ﹤0.01%
15
+7
432
$3K ﹤0.01%
78
+27
433
$3K ﹤0.01%
192
434
$3K ﹤0.01%
120
435
$3K ﹤0.01%
91
436
$3K ﹤0.01%
37
437
$3K ﹤0.01%
398
438
$3K ﹤0.01%
80
439
$3K ﹤0.01%
123
+17
440
$3K ﹤0.01%
195
441
$3K ﹤0.01%
23
+7
442
$3K ﹤0.01%
75
-56
443
$3K ﹤0.01%
28
444
$3K ﹤0.01%
48
-4
445
$3K ﹤0.01%
21
446
$3K ﹤0.01%
18
447
$3K ﹤0.01%
76
448
$3K ﹤0.01%
68
449
$3K ﹤0.01%
60
450
$3K ﹤0.01%
135
16 17
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