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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
826
$2K ﹤0.01%
11
827
$2K ﹤0.01%
100
828
$2K ﹤0.01%
41
829
$2K ﹤0.01%
24
830
$2K ﹤0.01%
24
831
$2K ﹤0.01%
60
832
$2K ﹤0.01%
16
833
$2K ﹤0.01%
44
834
$2K ﹤0.01%
70
+57
835
$2K ﹤0.01%
16
836
$2K ﹤0.01%
207
-315
837
$2K ﹤0.01%
86
838
$2K ﹤0.01%
19
839
$2K ﹤0.01%
100
840
$2K ﹤0.01%
87
841
$2K ﹤0.01%
148
842
$2K ﹤0.01%
+35
843
$2K ﹤0.01%
13
844
$2K ﹤0.01%
307
845
$2K ﹤0.01%
13
846
$2K ﹤0.01%
45
847
$2K ﹤0.01%
144
848
$2K ﹤0.01%
54
849
$2K ﹤0.01%
9
850
$2K ﹤0.01%
59
32 33
34
35 36