TFO

Tarbox Family Office Portfolio holdings

AUM $622M
1-Year Est. Return 16.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.96%
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
+$8.01M
2
+$6.52M
3
+$1.54M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$1.36M
2
+$771K
3
+$493K
4
VV icon
Vanguard Large-Cap ETF
VV
+$284K
5
DE icon
Deere & Co
DE
+$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
1 2 3 4
5