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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
751
$3K ﹤0.01%
25
752
$3K ﹤0.01%
529
-103
753
$3K ﹤0.01%
86
754
$3K ﹤0.01%
42
755
$3K ﹤0.01%
105
756
$3K ﹤0.01%
86
757
$3K ﹤0.01%
42
-45
758
$3K ﹤0.01%
90
759
$2K ﹤0.01%
62
760
$2K ﹤0.01%
106
761
$2K ﹤0.01%
25
762
$2K ﹤0.01%
20
763
$2K ﹤0.01%
75
764
$2K ﹤0.01%
33
+15
765
$2K ﹤0.01%
7
766
$2K ﹤0.01%
134
767
$2K ﹤0.01%
63
768
$2K ﹤0.01%
86
769
$2K ﹤0.01%
29
770
$2K ﹤0.01%
40
771
$2K ﹤0.01%
480
772
$2K ﹤0.01%
+92
773
$2K ﹤0.01%
45
774
$2K ﹤0.01%
13
775
$2K ﹤0.01%
110
29 30
31
32 33