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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
$274M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$625K
3
+$501K
4
SIEN
Sientra, Inc.
SIEN
+$298K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$121K

Top Sells

1
+$400K
2
+$394K
3
+$285K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$187K
5
CHGG icon
Chegg
CHGG
+$128K

Sector Composition

1 Healthcare 4.86%
2 Materials 3.74%
3 Real Estate 3.6%
4 Industrials 2.76%
5 Financials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
166
-34
452
$3K ﹤0.01%
21
453
$3K ﹤0.01%
54
454
$3K ﹤0.01%
25
455
$3K ﹤0.01%
36
456
$3K ﹤0.01%
59
457
$3K ﹤0.01%
37
458
$3K ﹤0.01%
63
459
$3K ﹤0.01%
28
460
$3K ﹤0.01%
18
461
$3K ﹤0.01%
21
462
$3K ﹤0.01%
22
463
$3K ﹤0.01%
41
464
$3K ﹤0.01%
89
465
$3K ﹤0.01%
85
-45
466
$3K ﹤0.01%
69
467
$3K ﹤0.01%
11
+7
468
$3K ﹤0.01%
71
469
$3K ﹤0.01%
98
470
$3K ﹤0.01%
28
+13
471
$3K ﹤0.01%
76
472
$3K ﹤0.01%
76
473
$3K ﹤0.01%
60
474
$3K ﹤0.01%
135
475
$3K ﹤0.01%
36
17 18
19
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