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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
926
$1K ﹤0.01%
+30
927
$1K ﹤0.01%
17
928
$1K ﹤0.01%
9
929
$1K ﹤0.01%
1
930
$1K ﹤0.01%
5
931
$1K ﹤0.01%
6
932
$1K ﹤0.01%
19
933
$1K ﹤0.01%
48
934
$1K ﹤0.01%
18
935
$1K ﹤0.01%
+2
936
$1K ﹤0.01%
70
937
$1K ﹤0.01%
4
938
$1K ﹤0.01%
8
939
$1K ﹤0.01%
14
-55
940
$1K ﹤0.01%
27
941
$1K ﹤0.01%
6
-29
942
$1K ﹤0.01%
26
943
$1K ﹤0.01%
22
944
$1K ﹤0.01%
6
-74
945
$1K ﹤0.01%
7
946
$1K ﹤0.01%
16
947
$1K ﹤0.01%
14
948
$1K ﹤0.01%
+34
949
$1K ﹤0.01%
+4
950
$1K ﹤0.01%
72
36 37
38
39 40