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
$252M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1 +$8.6M
2 +$1.19M
3 +$310K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$306K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$296K

Sector Composition

1 Healthcare 5.48%
2 Materials 5.18%
3 Financials 3.32%
4 Real Estate 2.68%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$30K 0.01%
+267
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188
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$28K 0.01%
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$26K 0.01%
629
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$26K 0.01%
1,420
-100
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$25K 0.01%
456
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1,194
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$23K 0.01%
679
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$22K 0.01%
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$22K 0.01%
107
+7