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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
$508M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$782K
2
+$692K
3
+$317K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$159K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$133K

Top Sells

1
+$1.07M
2
+$692K
3
+$543K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$526K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$366K

Sector Composition

1 Technology 6.2%
2 Healthcare 3.53%
3 Financials 2.65%
4 Real Estate 2.07%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
49
877
$2K ﹤0.01%
21
878
$2K ﹤0.01%
21
879
$2K ﹤0.01%
72
880
$2K ﹤0.01%
105
881
$2K ﹤0.01%
20
882
$2K ﹤0.01%
60
883
$2K ﹤0.01%
+71
884
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71
885
$2K ﹤0.01%
24
886
$2K ﹤0.01%
29
887
$2K ﹤0.01%
51
888
$2K ﹤0.01%
59
889
$2K ﹤0.01%
8
890
$2K ﹤0.01%
120
891
$2K ﹤0.01%
185
892
$2K ﹤0.01%
77
893
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10
894
$2K ﹤0.01%
46
895
$2K ﹤0.01%
43
896
$2K ﹤0.01%
54
897
$2K ﹤0.01%
64
898
$2K ﹤0.01%
54
899
$2K ﹤0.01%
128
900
$2K ﹤0.01%
141
34 35
36
37 38