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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
626
$4K ﹤0.01%
79
627
$4K ﹤0.01%
53
628
$4K ﹤0.01%
45
-35
629
$4K ﹤0.01%
44
630
$4K ﹤0.01%
99
631
$4K ﹤0.01%
238
632
$4K ﹤0.01%
44
633
$4K ﹤0.01%
69
634
$4K ﹤0.01%
32
-46
635
$4K ﹤0.01%
33
-63
636
$4K ﹤0.01%
128
637
$4K ﹤0.01%
49
638
$4K ﹤0.01%
40
639
$4K ﹤0.01%
90
640
$4K ﹤0.01%
56
641
$3K ﹤0.01%
+150
642
$3K ﹤0.01%
+231
643
$3K ﹤0.01%
37
644
$3K ﹤0.01%
20
645
$3K ﹤0.01%
51
646
$3K ﹤0.01%
40
647
$3K ﹤0.01%
26
-135
648
$3K ﹤0.01%
22
649
$3K ﹤0.01%
49
650
$3K ﹤0.01%
98
24 25
26
27 28