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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
876
$1K ﹤0.01%
+47
877
$1K ﹤0.01%
47
878
$1K ﹤0.01%
52
879
$1K ﹤0.01%
86
880
$1K ﹤0.01%
5
881
$1K ﹤0.01%
40
882
$1K ﹤0.01%
+50
883
$1K ﹤0.01%
45
-25
884
$1K ﹤0.01%
103
-57
885
$1K ﹤0.01%
310
886
$1K ﹤0.01%
+3
887
$1K ﹤0.01%
20
-28
888
$1K ﹤0.01%
32
889
$1K ﹤0.01%
19
-11
890
$1K ﹤0.01%
6
-3
891
$1K ﹤0.01%
16
892
$1K ﹤0.01%
27
-31
893
$1K ﹤0.01%
107
894
$1K ﹤0.01%
65
895
$1K ﹤0.01%
22
896
$1K ﹤0.01%
1
897
$1K ﹤0.01%
30
898
$1K ﹤0.01%
20
899
$1K ﹤0.01%
15
900
$1K ﹤0.01%
2
34 35
36
37 38