We are live on ! Find out more
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
$493M
AUM Growth
-$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.3M
3
+$1.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.03M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$89.9K

Top Sells

1
+$27.5M
2
+$4.66M
3
+$2.58M
4
KKR icon
KKR & Co
KKR
+$1.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.06M

Sector Composition

1 Healthcare 3.66%
2 Real Estate 2.47%
3 Technology 2.43%
4 Financials 2.01%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
+121
452
$7K ﹤0.01%
52
453
$7K ﹤0.01%
355
454
$7K ﹤0.01%
78
455
$7K ﹤0.01%
360
+343
456
$7K ﹤0.01%
66
457
$7K ﹤0.01%
41
-7
458
$6K ﹤0.01%
144
459
$6K ﹤0.01%
123
460
$6K ﹤0.01%
168
461
$6K ﹤0.01%
133
+75
462
$6K ﹤0.01%
65
-29
463
$6K ﹤0.01%
172
-297
464
$6K ﹤0.01%
134
465
$6K ﹤0.01%
190
-20
466
$6K ﹤0.01%
79
467
$6K ﹤0.01%
73
468
$6K ﹤0.01%
46
469
$6K ﹤0.01%
47
470
$6K ﹤0.01%
11
-13
471
$6K ﹤0.01%
29
-44
472
$6K ﹤0.01%
125
-143
473
$6K ﹤0.01%
30
474
$6K ﹤0.01%
120
-26
475
$6K ﹤0.01%
19
-72
17 18
19
20 21