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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
$309M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.4M
3
+$11.5M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.38M

Top Sells

1
+$10.4M
2
+$8.89M
3
+$5.96M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.73M

Sector Composition

1 Technology 7.93%
2 Healthcare 4.36%
3 Financials 2.58%
4 Real Estate 2.36%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
81
+34
477
$4K ﹤0.01%
44
-20
478
$4K ﹤0.01%
41
479
$4K ﹤0.01%
223
+117
480
$4K ﹤0.01%
30
+11
481
$4K ﹤0.01%
26
-85
482
$4K ﹤0.01%
76
483
$4K ﹤0.01%
18
+5
484
$4K ﹤0.01%
+41
485
$4K ﹤0.01%
153
+48
486
$4K ﹤0.01%
+95
487
$4K ﹤0.01%
165
+43
488
$4K ﹤0.01%
31
-14
489
$4K ﹤0.01%
73
-4
490
$4K ﹤0.01%
38
-16
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$4K ﹤0.01%
138
492
$4K ﹤0.01%
87
-45
493
$4K ﹤0.01%
115
-64
494
$4K ﹤0.01%
+66
495
$4K ﹤0.01%
53
+6
496
$4K ﹤0.01%
72
+40
497
$4K ﹤0.01%
39
+14
498
$4K ﹤0.01%
105
499
$4K ﹤0.01%
220
+50
500
$4K ﹤0.01%
97
-35
18 19
20
21 22