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
$567M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$762K
2 +$445K
3 +$342K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$296K
5
TNDM icon
Tandem Diabetes Care
TNDM
+$226K

Sector Composition

1 Healthcare 3%
2 Technology 2.3%
3 Industrials 1.03%
4 Financials 0.95%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$225K 0.04%
5,940
+636
102
$224K 0.04%
5,634
-1
103
$217K 0.04%
4,755
104
$203K 0.04%
+1,348
105
-6,876
106
-1,600
107
-753