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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
876
$2K ﹤0.01%
10
877
$2K ﹤0.01%
46
878
$2K ﹤0.01%
56
879
$2K ﹤0.01%
113
880
$2K ﹤0.01%
10
881
$2K ﹤0.01%
40
+29
882
$2K ﹤0.01%
25
-54
883
$2K ﹤0.01%
+34
884
$2K ﹤0.01%
5
-12
885
$2K ﹤0.01%
82
886
$2K ﹤0.01%
7
-44
887
$2K ﹤0.01%
12
-14
888
$2K ﹤0.01%
40
889
$2K ﹤0.01%
126
890
$2K ﹤0.01%
45
891
$2K ﹤0.01%
43
892
$2K ﹤0.01%
+205
893
$2K ﹤0.01%
+258
894
$2K ﹤0.01%
+396
895
$2K ﹤0.01%
97
-21
896
$2K ﹤0.01%
137
897
$2K ﹤0.01%
74
898
$2K ﹤0.01%
39
899
$1K ﹤0.01%
53
-450
900
$1K ﹤0.01%
38
34 35
36
37 38