TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
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 +$892K
2 +$711K
3 +$329K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$162K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$135K

Top Sells

1 +$1.07M
2 +$717K
3 +$566K
4
TNDM icon
Tandem Diabetes Care
TNDM
+$526K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$370K

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
1076
$1K ﹤0.01%
24
1077
$1K ﹤0.01%
306
1078
$1K ﹤0.01%
58
-4
1079
$1K ﹤0.01%
60
1080
$1K ﹤0.01%
17
1081
$1K ﹤0.01%
50
1082
$1K ﹤0.01%
131
1083
$1K ﹤0.01%
16
1084
$1K ﹤0.01%
13
1085
$1K ﹤0.01%
29
1086
$1K ﹤0.01%
13
1087
$1K ﹤0.01%
7
1088
$1K ﹤0.01%
+11
1089
$1K ﹤0.01%
8
1090
$1K ﹤0.01%
34
1091
$1K ﹤0.01%
54
1092
$1K ﹤0.01%
24
1093
$1K ﹤0.01%
22
1094
$1K ﹤0.01%
4
1095
$1K ﹤0.01%
8
1096
$1K ﹤0.01%
20
1097
$1K ﹤0.01%
+24
1098
$1K ﹤0.01%
53
1099
$1K ﹤0.01%
6
1100
$1K ﹤0.01%
43