TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
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 +$892K
2 +$711K
3 +$329K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$162K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$135K

Top Sells

1 +$1.07M
2 +$717K
3 +$566K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$526K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$370K

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
726
$3K ﹤0.01%
+250
727
$3K ﹤0.01%
13
728
$3K ﹤0.01%
272
+74
729
$3K ﹤0.01%
37
730
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58
731
$3K ﹤0.01%
28
732
$3K ﹤0.01%
47
733
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141
734
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57
735
$3K ﹤0.01%
29
736
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25
737
$3K ﹤0.01%
11
738
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25
739
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156
740
$3K ﹤0.01%
126
741
$3K ﹤0.01%
129
742
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181
743
$3K ﹤0.01%
302
744
$3K ﹤0.01%
126
745
$3K ﹤0.01%
118
746
$3K ﹤0.01%
13
747
$3K ﹤0.01%
68
748
$3K ﹤0.01%
522
749
$3K ﹤0.01%
33
750
$3K ﹤0.01%
62