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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
726
$3K ﹤0.01%
147
727
$3K ﹤0.01%
68
-92
728
$3K ﹤0.01%
56
729
$3K ﹤0.01%
28
730
$3K ﹤0.01%
156
731
$3K ﹤0.01%
85
732
$3K ﹤0.01%
+14
733
$3K ﹤0.01%
455
734
$3K ﹤0.01%
129
735
$3K ﹤0.01%
27
736
$3K ﹤0.01%
3
737
$3K ﹤0.01%
19
738
$3K ﹤0.01%
140
739
$3K ﹤0.01%
302
740
$3K ﹤0.01%
126
741
$3K ﹤0.01%
128
742
$3K ﹤0.01%
106
743
$3K ﹤0.01%
118
744
$3K ﹤0.01%
170
745
$3K ﹤0.01%
257
746
$3K ﹤0.01%
+150
747
$3K ﹤0.01%
33
748
$3K ﹤0.01%
62
749
$3K ﹤0.01%
25
750
$3K ﹤0.01%
139
28 29
30
31 32