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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
951
$1K ﹤0.01%
105
952
$1K ﹤0.01%
108
953
$1K ﹤0.01%
9
-2
954
$1K ﹤0.01%
29
+3
955
$1K ﹤0.01%
7
956
$1K ﹤0.01%
36
957
$1K ﹤0.01%
5
958
$1K ﹤0.01%
14
-55
959
$1K ﹤0.01%
37
960
$1K ﹤0.01%
8
-8,000
961
$1K ﹤0.01%
46
+31
962
$1K ﹤0.01%
10
-9
963
$1K ﹤0.01%
16
-62
964
$1K ﹤0.01%
24
965
$1K ﹤0.01%
10
966
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3
-11
967
$1K ﹤0.01%
11
-36
968
$1K ﹤0.01%
27
969
$1K ﹤0.01%
10
970
$1K ﹤0.01%
58
971
$1K ﹤0.01%
7
-27
972
$1K ﹤0.01%
6
973
$1K ﹤0.01%
22
974
$1K ﹤0.01%
18
-130
975
$1K ﹤0.01%
11
-2
37 38
39
40 41