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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
926
$2K ﹤0.01%
19
-50
927
$2K ﹤0.01%
19
928
$2K ﹤0.01%
100
929
$2K ﹤0.01%
21
930
$2K ﹤0.01%
40
931
$2K ﹤0.01%
13
932
$2K ﹤0.01%
307
933
$2K ﹤0.01%
127
934
$2K ﹤0.01%
45
935
$2K ﹤0.01%
20
936
$2K ﹤0.01%
36
937
$2K ﹤0.01%
144
938
$2K ﹤0.01%
30
939
$2K ﹤0.01%
9
940
$2K ﹤0.01%
52
941
$2K ﹤0.01%
34
942
$2K ﹤0.01%
91
943
$2K ﹤0.01%
86
944
$2K ﹤0.01%
28
945
$2K ﹤0.01%
82
946
$2K ﹤0.01%
103
947
$2K ﹤0.01%
7
948
$2K ﹤0.01%
22
949
$2K ﹤0.01%
87
950
$2K ﹤0.01%
25
36 37
38
39 40