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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
776
$2K ﹤0.01%
16
777
$2K ﹤0.01%
5
-22
778
$2K ﹤0.01%
51
779
$2K ﹤0.01%
22
780
$2K ﹤0.01%
201
781
$2K ﹤0.01%
51
782
$2K ﹤0.01%
18
783
$2K ﹤0.01%
68
784
$2K ﹤0.01%
320
785
$2K ﹤0.01%
20
786
$2K ﹤0.01%
22
787
$2K ﹤0.01%
13
788
$2K ﹤0.01%
118
789
$2K ﹤0.01%
45
790
$2K ﹤0.01%
10
-75
791
$2K ﹤0.01%
69
792
$2K ﹤0.01%
141
-211
793
$2K ﹤0.01%
21
794
$2K ﹤0.01%
89
795
$2K ﹤0.01%
80
-139
796
$2K ﹤0.01%
79
797
$2K ﹤0.01%
88
798
$2K ﹤0.01%
10
-16
799
$2K ﹤0.01%
46
800
$2K ﹤0.01%
+528
30 31
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