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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
651
$3K ﹤0.01%
115
652
$3K ﹤0.01%
15
+10
653
$3K ﹤0.01%
131
654
$3K ﹤0.01%
30
655
$3K ﹤0.01%
208
656
$3K ﹤0.01%
61
657
$3K ﹤0.01%
13
658
$3K ﹤0.01%
127
659
$3K ﹤0.01%
64
660
$3K ﹤0.01%
21
661
$3K ﹤0.01%
200
662
$3K ﹤0.01%
20
663
$3K ﹤0.01%
100
-176
664
$3K ﹤0.01%
60
665
$3K ﹤0.01%
68
666
$3K ﹤0.01%
51
667
$3K ﹤0.01%
45
-91
668
$3K ﹤0.01%
80
669
$3K ﹤0.01%
56
670
$3K ﹤0.01%
78
671
$3K ﹤0.01%
17
672
$3K ﹤0.01%
90
673
$3K ﹤0.01%
215
674
$3K ﹤0.01%
101
675
$3K ﹤0.01%
70
25 26
27
28 29