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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
$508M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$692K
3
+$317K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$159K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$133K

Top Sells

1
+$1.07M
2
+$692K
3
+$543K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$526K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$366K

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
776
$3K ﹤0.01%
+250
777
$3K ﹤0.01%
13
778
$3K ﹤0.01%
272
+74
779
$3K ﹤0.01%
37
780
$3K ﹤0.01%
54
781
$3K ﹤0.01%
59
782
$3K ﹤0.01%
23
783
$3K ﹤0.01%
58
784
$3K ﹤0.01%
28
785
$3K ﹤0.01%
47
786
$3K ﹤0.01%
28
787
$3K ﹤0.01%
142
788
$3K ﹤0.01%
21
789
$3K ﹤0.01%
35
790
$3K ﹤0.01%
35
791
$3K ﹤0.01%
86
792
$3K ﹤0.01%
51
793
$3K ﹤0.01%
141
794
$3K ﹤0.01%
65
795
$3K ﹤0.01%
56
796
$3K ﹤0.01%
57
797
$3K ﹤0.01%
29
798
$3K ﹤0.01%
134
799
$3K ﹤0.01%
99
800
$3K ﹤0.01%
34
30 31
32
33 34