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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
$329M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.1M
3
+$1.25M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$813K

Top Sells

1
+$1.02M
2
+$962K
3
+$374K
4
CC icon
Chemours
CC
+$199K
5
GLD icon
SPDR Gold Trust
GLD
+$137K

Sector Composition

1 Technology 6.82%
2 Healthcare 3.75%
3 Real Estate 3.31%
4 Financials 2.55%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
+205
477
$5K ﹤0.01%
31
478
$5K ﹤0.01%
143
479
$4K ﹤0.01%
203
480
$4K ﹤0.01%
315
481
$4K ﹤0.01%
20
482
$4K ﹤0.01%
118
483
$4K ﹤0.01%
+773
484
$4K ﹤0.01%
123
485
$4K ﹤0.01%
66
486
$4K ﹤0.01%
47
487
$4K ﹤0.01%
25
488
$4K ﹤0.01%
53
489
$4K ﹤0.01%
47
490
$4K ﹤0.01%
90
491
$4K ﹤0.01%
35
492
$4K ﹤0.01%
29
493
$4K ﹤0.01%
61
494
$4K ﹤0.01%
68
495
$4K ﹤0.01%
127
496
$4K ﹤0.01%
134
+104
497
$4K ﹤0.01%
120
498
$4K ﹤0.01%
241
-152
499
$4K ﹤0.01%
52
500
$4K ﹤0.01%
34
18 19
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