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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
976
$1K ﹤0.01%
8
977
$1K ﹤0.01%
23
978
$1K ﹤0.01%
1
979
$1K ﹤0.01%
5
-2
980
$1K ﹤0.01%
19
-8
981
$1K ﹤0.01%
64
-12,204
982
$1K ﹤0.01%
21
983
$1K ﹤0.01%
26
984
$1K ﹤0.01%
182
985
$1K ﹤0.01%
7
986
$1K ﹤0.01%
24
987
$1K ﹤0.01%
48
988
$1K ﹤0.01%
14
989
$1K ﹤0.01%
12
990
$1K ﹤0.01%
15
991
$1K ﹤0.01%
42
-18
992
$1K ﹤0.01%
+27
993
$1K ﹤0.01%
+40
994
$1K ﹤0.01%
10
-7
995
$1K ﹤0.01%
60
-26
996
$1K ﹤0.01%
10
-4
997
$1K ﹤0.01%
12
-5
998
$1K ﹤0.01%
16
999
$1K ﹤0.01%
14
-9
1000
$1K ﹤0.01%
41
38 39
40
41 42