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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
$115M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.39M
3
+$580K
4
VB icon
Vanguard Small-Cap ETF
VB
+$380K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$255K

Top Sells

1
+$880K
2
+$701K
3
+$224K
4
MRK icon
Merck
MRK
+$174K
5
IBM icon
IBM
IBM
+$131K

Sector Composition

1 Healthcare 10.67%
2 Financials 5.06%
3 Consumer Staples 3.64%
4 Materials 3.25%
5 Real Estate 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
17
477
$1K ﹤0.01%
56
+34
478
$1K ﹤0.01%
24
479
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16
480
$1K ﹤0.01%
15
481
$1K ﹤0.01%
10
482
$1K ﹤0.01%
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483
$1K ﹤0.01%
52
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+48
487
$1K ﹤0.01%
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488
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4
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$1K ﹤0.01%
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$1K ﹤0.01%
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35
-4
500
$1K ﹤0.01%
100
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