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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
901
$1K ﹤0.01%
33
902
$1K ﹤0.01%
21
903
$1K ﹤0.01%
6
904
$1K ﹤0.01%
+9
905
$1K ﹤0.01%
83
906
$1K ﹤0.01%
55
907
$1K ﹤0.01%
6
908
$1K ﹤0.01%
46
909
$1K ﹤0.01%
43
910
$1K ﹤0.01%
86
911
$1K ﹤0.01%
50
912
$1K ﹤0.01%
+293
913
$1K ﹤0.01%
10
914
$1K ﹤0.01%
32
915
$1K ﹤0.01%
21
916
$1K ﹤0.01%
22
917
$1K ﹤0.01%
21
918
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43
-158
919
$1K ﹤0.01%
5
920
$1K ﹤0.01%
17
921
$1K ﹤0.01%
42
922
$1K ﹤0.01%
43
923
$1K ﹤0.01%
35
924
$1K ﹤0.01%
48
925
$1K ﹤0.01%
31
35 36
37
38 39