We are live on ! Find out more
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
601
$4K ﹤0.01%
27
602
$4K ﹤0.01%
43
-66
603
$4K ﹤0.01%
168
604
$4K ﹤0.01%
81
605
$4K ﹤0.01%
36
606
$4K ﹤0.01%
195
607
$4K ﹤0.01%
40
608
$4K ﹤0.01%
36
609
$4K ﹤0.01%
52
610
$4K ﹤0.01%
44
611
$4K ﹤0.01%
28
612
$4K ﹤0.01%
68
613
$4K ﹤0.01%
35
614
$4K ﹤0.01%
107
615
$4K ﹤0.01%
51
616
$4K ﹤0.01%
41
617
$4K ﹤0.01%
57
618
$4K ﹤0.01%
+160
619
$4K ﹤0.01%
90
620
$4K ﹤0.01%
11
-36
621
$4K ﹤0.01%
78
622
$4K ﹤0.01%
47
623
$4K ﹤0.01%
34
624
$4K ﹤0.01%
28
-46
625
$4K ﹤0.01%
90
23 24
25
26 27