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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
1051
$1K ﹤0.01%
50
1052
$1K ﹤0.01%
8
-4
1053
$1K ﹤0.01%
20
1054
$1K ﹤0.01%
21
1055
$1K ﹤0.01%
42
1056
$1K ﹤0.01%
53
1057
$1K ﹤0.01%
36
-15
1058
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16
1059
$1K ﹤0.01%
8
-4
1060
$1K ﹤0.01%
30
-18
1061
$1K ﹤0.01%
7
1062
$1K ﹤0.01%
19
1063
$1K ﹤0.01%
87
1064
$1K ﹤0.01%
70
-63
1065
$1K ﹤0.01%
66
1066
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20
1067
$1K ﹤0.01%
21
-11
1068
$1K ﹤0.01%
13
1069
$1K ﹤0.01%
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1070
$1K ﹤0.01%
58
1071
$1K ﹤0.01%
68
1072
$1K ﹤0.01%
14
1073
$1K ﹤0.01%
+13
1074
$1K ﹤0.01%
19
1075
$1K ﹤0.01%
25
-17
41 42
43
44 45