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
$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
1026
$1K ﹤0.01%
131
-73
1027
$1K ﹤0.01%
24
-13
1028
$1K ﹤0.01%
+53
1029
$1K ﹤0.01%
32
1030
$1K ﹤0.01%
31
1031
$1K ﹤0.01%
21
+1
1032
$1K ﹤0.01%
20
1033
$1K ﹤0.01%
96
1034
$1K ﹤0.01%
59
1035
$1K ﹤0.01%
9
1036
$1K ﹤0.01%
16
+6
1037
$1K ﹤0.01%
17
1038
$1K ﹤0.01%
17
1039
$1K ﹤0.01%
41
-21
1040
$1K ﹤0.01%
13
-6
1041
$1K ﹤0.01%
19
1042
$1K ﹤0.01%
5
-18
1043
$1K ﹤0.01%
13
-6
1044
$1K ﹤0.01%
32
1045
$1K ﹤0.01%
6
1046
$1K ﹤0.01%
24
1047
$1K ﹤0.01%
23
1048
$1K ﹤0.01%
8
-7
1049
$1K ﹤0.01%
7
1050
$1K ﹤0.01%
24
40 41
42
43 44