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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
$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
576
$4K ﹤0.01%
122
577
$4K ﹤0.01%
90
-78
578
$4K ﹤0.01%
82
579
$4K ﹤0.01%
42
580
$4K ﹤0.01%
403
581
$4K ﹤0.01%
33
-125
582
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-51
583
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66
584
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52
585
$4K ﹤0.01%
93
586
$4K ﹤0.01%
146
587
$4K ﹤0.01%
100
588
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50
589
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302
590
$4K ﹤0.01%
102
591
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70
592
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593
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417
594
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21
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112
-8
597
$4K ﹤0.01%
36
598
$4K ﹤0.01%
45
599
$4K ﹤0.01%
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600
$4K ﹤0.01%
47
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