We are live on ! Find out more
TFO

Tarbox Family Office Portfolio holdings

AUM $616M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.17M
3
+$1.79M
4
SYY icon
Sysco
SYY
+$1.08M
5
VB icon
Vanguard Small-Cap ETF
VB
+$771K

Top Sells

1
+$3.81M
2
+$3.28M
3
+$2.84M
4
ABT icon
Abbott
ABT
+$1.21M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.07M

Sector Composition

1 Healthcare 12.47%
2 Financials 7.9%
3 Materials 4.35%
4 Consumer Staples 4.14%
5 Real Estate 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
56
402
$2K ﹤0.01%
26
-11
403
$2K ﹤0.01%
46
-5
404
$2K ﹤0.01%
36
+6
405
$2K ﹤0.01%
50
-69
406
$2K ﹤0.01%
232
407
$2K ﹤0.01%
20
408
$2K ﹤0.01%
13
409
$2K ﹤0.01%
34
410
$2K ﹤0.01%
58
-14
411
$2K ﹤0.01%
23
-3
412
$2K ﹤0.01%
27
413
$2K ﹤0.01%
61
414
$2K ﹤0.01%
48
415
$2K ﹤0.01%
49
+19
416
$2K ﹤0.01%
22
+14
417
$2K ﹤0.01%
69
418
$2K ﹤0.01%
55
419
$2K ﹤0.01%
28
420
$2K ﹤0.01%
42
+20
421
$2K ﹤0.01%
44
+13
422
$2K ﹤0.01%
32
-14
423
$2K ﹤0.01%
35
424
$2K ﹤0.01%
24
-50
425
$2K ﹤0.01%
49
-6
15 16
17
18 19