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TFO
Tarbox Family Office Portfolio holdings
AUM
$616M
1-Year Est. Return
18.34%
This Fund
S&P 500
1 Year Est. Return
+18.34%
AUM
$366M
AUM Growth
+$37.4M
(+11%)
Holding
1,242
Top Buys
| 1 | +$2.45M | |
| 2 | +$1.28M | |
| 3 | +$901K | |
| 4 |
JPMorgan Chase
JPM
|
+$764K |
| 5 |
KKR & Co
KKR
|
+$712K |
Top Sells
| 1 | +$2.49M | |
| 2 | +$2.1M | |
| 3 | +$679K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$437K |
| 5 |
Realty Income
O
|
+$313K |
Sector Composition
| 1 | Technology | 7.67% |
| 2 | Healthcare | 4.23% |
| 3 | Financials | 3.15% |
| 4 | Real Estate | 2.8% |
| 5 | Consumer Discretionary | 2.26% |