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
$111M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1 +$535K
2 +$428K
3 +$395K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$381K
5
XOM icon
Exxon Mobil
XOM
+$197K

Top Sells

1 +$323K
2 +$266K
3 +$208K
4
O icon
Realty Income
O
+$183K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$130K

Sector Composition

1 Healthcare 17.84%
2 Financials 10.16%
3 Materials 7.3%
4 Industrials 3.69%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-1,000
602
0
603
$0 ﹤0.01%
+3
604
$0 ﹤0.01%
+20
605
$0 ﹤0.01%
+5
606
$0 ﹤0.01%
13