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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
476
$2K ﹤0.01%
69
477
$2K ﹤0.01%
368
478
$2K ﹤0.01%
20
479
$2K ﹤0.01%
103
480
$2K ﹤0.01%
47
481
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41
+14
482
$2K ﹤0.01%
27
483
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36
485
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51
486
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45
+10
487
$2K ﹤0.01%
21
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21
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52
491
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58
492
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25
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52
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56
497
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18
498
$2K ﹤0.01%
29
499
$2K ﹤0.01%
+68
500
$2K ﹤0.01%
8
18 19
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