TFO

Tarbox Family Office Portfolio holdings

AUM $665M
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$8.08M
2 +$6.68M
3 +$1.54M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.31M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$999K

Top Sells

1 +$1.36M
2 +$774K
3 +$504K
4
VV icon
Vanguard Large-Cap ETF
VV
+$292K
5
GILD icon
Gilead Sciences
GILD
+$265K

Sector Composition

1 Healthcare 3.39%
2 Real Estate 2.29%
3 Technology 1.86%
4 Financials 1.25%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,565