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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
1001
$1K ﹤0.01%
8
1002
$1K ﹤0.01%
16
-31
1003
$1K ﹤0.01%
45
1004
$1K ﹤0.01%
32
1005
$1K ﹤0.01%
53
1006
$1K ﹤0.01%
141
1007
$1K ﹤0.01%
+18
1008
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5
1009
$1K ﹤0.01%
20
1010
$1K ﹤0.01%
+21
1011
$1K ﹤0.01%
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1012
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$1K ﹤0.01%
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1014
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1015
$1K ﹤0.01%
25
1016
$1K ﹤0.01%
7
1017
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132
+78
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$1K ﹤0.01%
40
1019
$1K ﹤0.01%
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1020
$1K ﹤0.01%
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1021
$1K ﹤0.01%
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1022
$1K ﹤0.01%
52
1023
$1K ﹤0.01%
33
1024
$1K ﹤0.01%
4
-19
1025
$1K ﹤0.01%
86
39 40
41
42 43