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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
801
$2K ﹤0.01%
153
802
$2K ﹤0.01%
71
803
$2K ﹤0.01%
+12
804
$2K ﹤0.01%
71
805
$2K ﹤0.01%
24
806
$2K ﹤0.01%
8
807
$2K ﹤0.01%
59
808
$2K ﹤0.01%
65
809
$2K ﹤0.01%
185
810
$2K ﹤0.01%
32
811
$2K ﹤0.01%
44
812
$2K ﹤0.01%
51
813
$2K ﹤0.01%
19
814
$2K ﹤0.01%
46
815
$2K ﹤0.01%
43
816
$2K ﹤0.01%
128
817
$2K ﹤0.01%
141
818
$2K ﹤0.01%
17
819
$2K ﹤0.01%
34
820
$2K ﹤0.01%
50
821
$2K ﹤0.01%
48
822
$2K ﹤0.01%
80
823
$2K ﹤0.01%
132
824
$2K ﹤0.01%
52
825
$2K ﹤0.01%
55
31 32
33
34 35