We are live on ! Find out more
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
976
$1K ﹤0.01%
+11
977
$1K ﹤0.01%
26
978
$1K ﹤0.01%
64
979
$1K ﹤0.01%
1
980
$1K ﹤0.01%
54
981
$1K ﹤0.01%
24
982
$1K ﹤0.01%
306
983
$1K ﹤0.01%
60
984
$1K ﹤0.01%
131
985
$1K ﹤0.01%
16
986
$1K ﹤0.01%
27
987
$1K ﹤0.01%
36
-189
988
$1K ﹤0.01%
32
989
$1K ﹤0.01%
13
990
$1K ﹤0.01%
19
991
$1K ﹤0.01%
6
-17
992
$1K ﹤0.01%
8
993
$1K ﹤0.01%
+43
994
$1K ﹤0.01%
34
995
$1K ﹤0.01%
54
996
$1K ﹤0.01%
22
997
$1K ﹤0.01%
26
998
$1K ﹤0.01%
52
999
$1K ﹤0.01%
7
1000
$1K ﹤0.01%
4
38 39
40
41 42