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
$320M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$14.7M
3 +$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.49M

Top Sells

1 +$5.52M
2 +$2.8M
3 +$554K
4
CHGG icon
Chegg
CHGG
+$419K
5
SIEN
Sientra, Inc.
SIEN
+$252K

Sector Composition

1 Technology 6.32%
2 Healthcare 3.95%
3 Real Estate 2.98%
4 Financials 2.57%
5 Consumer Staples 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
73
+21
402
$7K ﹤0.01%
+168
403
$7K ﹤0.01%
29
404
$6K ﹤0.01%
+247
405
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+64
406
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48
+22
407
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168
+99
408
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86
+25
409
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86
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95
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411
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413
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414
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579
+287
415
$6K ﹤0.01%
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416
$6K ﹤0.01%
456
417
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+414
418
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158
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419
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124
+15
420
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315
421
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93
+12
422
$6K ﹤0.01%
136
+47
423
$6K ﹤0.01%
+61
424
$6K ﹤0.01%
135
+66
425
$6K ﹤0.01%
318
+53