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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
$508M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$692K
3
+$317K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$159K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$133K

Top Sells

1
+$1.07M
2
+$692K
3
+$543K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$526K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$366K

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
651
$4K ﹤0.01%
90
652
$4K ﹤0.01%
135
653
$4K ﹤0.01%
48
654
$4K ﹤0.01%
68
655
$4K ﹤0.01%
13
+9
656
$4K ﹤0.01%
44
657
$4K ﹤0.01%
107
658
$4K ﹤0.01%
90
659
$4K ﹤0.01%
26
660
$4K ﹤0.01%
188
661
$4K ﹤0.01%
76
662
$4K ﹤0.01%
17
663
$4K ﹤0.01%
13
664
$4K ﹤0.01%
+511
665
$4K ﹤0.01%
192
666
$4K ﹤0.01%
53
667
$4K ﹤0.01%
59
668
$4K ﹤0.01%
30
669
$4K ﹤0.01%
28
670
$4K ﹤0.01%
85
671
$4K ﹤0.01%
141
672
$4K ﹤0.01%
108
673
$4K ﹤0.01%
27
674
$4K ﹤0.01%
11
675
$4K ﹤0.01%
137
25 26
27
28 29