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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
451
$3K ﹤0.01%
36
452
$3K ﹤0.01%
26
453
$3K ﹤0.01%
27
454
$3K ﹤0.01%
54
+30
455
$3K ﹤0.01%
36
456
$3K ﹤0.01%
94
+35
457
$3K ﹤0.01%
67
-20
458
$3K ﹤0.01%
130
459
$3K ﹤0.01%
59
-2
460
$3K ﹤0.01%
431
-17
461
$3K ﹤0.01%
72
+24
462
$3K ﹤0.01%
+123
463
$3K ﹤0.01%
274
464
$3K ﹤0.01%
85
465
$3K ﹤0.01%
31
466
$3K ﹤0.01%
22
467
$3K ﹤0.01%
119
-7
468
$3K ﹤0.01%
19
469
$3K ﹤0.01%
151
470
$3K ﹤0.01%
21
471
$3K ﹤0.01%
25
472
$3K ﹤0.01%
92
473
$3K ﹤0.01%
21
474
$3K ﹤0.01%
36
475
$2K ﹤0.01%
37
+10
17 18
19
20 21