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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
901
$1K ﹤0.01%
67
-48
902
$1K ﹤0.01%
21
903
$1K ﹤0.01%
33
904
$1K ﹤0.01%
413
-305
905
$1K ﹤0.01%
+244
906
$1K ﹤0.01%
43
907
$1K ﹤0.01%
+110
908
$1K ﹤0.01%
16
-10
909
$1K ﹤0.01%
17
-7
910
$1K ﹤0.01%
221
-329
911
$1K ﹤0.01%
85
912
$1K ﹤0.01%
19
913
$1K ﹤0.01%
5
-3
914
$1K ﹤0.01%
50
-41
915
$1K ﹤0.01%
21
-14
916
$1K ﹤0.01%
106
917
$1K ﹤0.01%
89
918
$1K ﹤0.01%
6
919
$1K ﹤0.01%
50
920
$1K ﹤0.01%
35
921
$1K ﹤0.01%
+30
922
$1K ﹤0.01%
29
-82
923
$1K ﹤0.01%
16
924
$1K ﹤0.01%
47
925
$1K ﹤0.01%
11
-91
35 36
37
38 39