TFO
Tarbox Family Office Portfolio holdings
AUM
$622M
1-Year Est. Return
16.96%
This Fund
S&P 500
1 Year Est. Return
+16.96%
AUM
$445M
AUM Growth
-$47.4M
(-9.6%)
Holding
1,106
Top Buys
| 1 | +$10.2M | |
| 2 | +$4.12M | |
| 3 | +$3.4M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.25M |
| 5 |
Apple
AAPL
|
+$2.66M |
Top Sells
| 1 | +$2.4M | |
| 2 | +$1.38M | |
| 3 | +$373K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$322K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$289K |
Sector Composition
| 1 | Healthcare | 4.25% |
| 2 | Real Estate | 2.61% |
| 3 | Technology | 2.29% |
| 4 | Financials | 1.47% |
| 5 | Industrials | 1.32% |