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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
976
$2K ﹤0.01%
35
977
$2K ﹤0.01%
455
978
$2K ﹤0.01%
22
979
$2K ﹤0.01%
27
980
$2K ﹤0.01%
45
-13
981
$2K ﹤0.01%
6
982
$2K ﹤0.01%
43
983
$2K ﹤0.01%
83
984
$1K ﹤0.01%
6
985
$1K ﹤0.01%
46
986
$1K ﹤0.01%
43
987
$1K ﹤0.01%
+13
988
$1K ﹤0.01%
86
989
$1K ﹤0.01%
35
990
$1K ﹤0.01%
24
991
$1K ﹤0.01%
75
992
$1K ﹤0.01%
10
993
$1K ﹤0.01%
18
994
$1K ﹤0.01%
53
995
$1K ﹤0.01%
74
996
$1K ﹤0.01%
22
997
$1K ﹤0.01%
21
998
$1K ﹤0.01%
4
999
$1K ﹤0.01%
35
1000
$1K ﹤0.01%
10
38 39
40
41 42