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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
$329M
AUM Growth
+$9.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,197
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.1M
3
+$1.25M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.21M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$813K

Top Sells

1
+$1.02M
2
+$962K
3
+$374K
4
CC icon
Chemours
CC
+$199K
5
GLD icon
SPDR Gold Trust
GLD
+$137K

Sector Composition

1 Technology 6.82%
2 Healthcare 3.75%
3 Real Estate 3.31%
4 Financials 2.55%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
53
802
$2K ﹤0.01%
67
803
$2K ﹤0.01%
70
804
$2K ﹤0.01%
64
805
$2K ﹤0.01%
27
-9
806
$2K ﹤0.01%
77
807
$2K ﹤0.01%
19
808
$2K ﹤0.01%
124
809
$2K ﹤0.01%
15
810
$2K ﹤0.01%
188
811
$2K ﹤0.01%
+10
812
$2K ﹤0.01%
44
813
$2K ﹤0.01%
125
814
$2K ﹤0.01%
13
815
$2K ﹤0.01%
51
816
$2K ﹤0.01%
61
817
$2K ﹤0.01%
+40
818
$2K ﹤0.01%
29
819
$2K ﹤0.01%
+258
820
$2K ﹤0.01%
+149
821
$2K ﹤0.01%
42
-213
822
$2K ﹤0.01%
147
-44
823
$2K ﹤0.01%
27
824
$2K ﹤0.01%
48
825
$2K ﹤0.01%
57
31 32
33
34 35