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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
951
$1K ﹤0.01%
11
952
$1K ﹤0.01%
36
-22
953
$1K ﹤0.01%
46
954
$1K ﹤0.01%
9
-4
955
$1K ﹤0.01%
18
956
$1K ﹤0.01%
20
-8
957
$1K ﹤0.01%
40
-16
958
$1K ﹤0.01%
22
959
$1K ﹤0.01%
45
-22
960
$1K ﹤0.01%
16
961
$1K ﹤0.01%
7
-29
962
$1K ﹤0.01%
8
963
$1K ﹤0.01%
15
964
$1K ﹤0.01%
10
-4
965
$1K ﹤0.01%
48
966
$1K ﹤0.01%
43
+12
967
$1K ﹤0.01%
81
968
$1K ﹤0.01%
18
969
$1K ﹤0.01%
42
970
$1K ﹤0.01%
50
971
$1K ﹤0.01%
36
972
$1K ﹤0.01%
23
973
$1K ﹤0.01%
25
-1
974
$1K ﹤0.01%
11
-5
975
$1K ﹤0.01%
4
37 38
39
40 41