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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
701
$3K ﹤0.01%
81
+69
702
$3K ﹤0.01%
194
703
$3K ﹤0.01%
102
-152
704
$3K ﹤0.01%
27
705
$3K ﹤0.01%
47
706
$3K ﹤0.01%
135
707
$3K ﹤0.01%
18
708
$3K ﹤0.01%
104
709
$3K ﹤0.01%
+330
710
$3K ﹤0.01%
42
+38
711
$3K ﹤0.01%
117
712
$3K ﹤0.01%
+1,015
713
$3K ﹤0.01%
27
714
$3K ﹤0.01%
65
715
$3K ﹤0.01%
56
716
$3K ﹤0.01%
+217
717
$3K ﹤0.01%
29
718
$3K ﹤0.01%
92
-7
719
$3K ﹤0.01%
42
720
$3K ﹤0.01%
76
721
$3K ﹤0.01%
48
-11
722
$3K ﹤0.01%
9
-12
723
$3K ﹤0.01%
25
724
$3K ﹤0.01%
22
-10
725
$3K ﹤0.01%
53
27 28
29
30 31