TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$711K
3 +$329K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$162K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$135K

Top Sells

1 +$1.07M
2 +$717K
3 +$566K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$526K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$370K

Sector Composition

1 Technology 6.2%
2 Healthcare 3.53%
3 Financials 2.65%
4 Real Estate 2.07%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$5K ﹤0.01%
148
552
$5K ﹤0.01%
62
553
$5K ﹤0.01%
128
554
$5K ﹤0.01%
228
555
$5K ﹤0.01%
36
556
$5K ﹤0.01%
52
557
$5K ﹤0.01%
62
558
$5K ﹤0.01%
640
559
$5K ﹤0.01%
24
560
$5K ﹤0.01%
56
561
$5K ﹤0.01%
44
562
$5K ﹤0.01%
16
+9
563
$5K ﹤0.01%
27
564
$5K ﹤0.01%
24
565
$5K ﹤0.01%
41
566
$5K ﹤0.01%
291
567
$5K ﹤0.01%
44
568
$5K ﹤0.01%
41
569
$5K ﹤0.01%
327
570
$5K ﹤0.01%
26
571
$5K ﹤0.01%
126
572
$5K ﹤0.01%
102
573
$5K ﹤0.01%
49
574
$5K ﹤0.01%
190
575
$5K ﹤0.01%
64