TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$16.5M
2
+$14.9M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M

Top Sells

1
+$4.36M
2
+$2.8M
3
+$567K
4
CHGG icon
Chegg
CHGG
+$419K
5
SIEN
Sientra, Inc.
SIEN
+$225K

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
526
$4K ﹤0.01%
+24
527
$4K ﹤0.01%
+213
528
$4K ﹤0.01%
+62
529
$4K ﹤0.01%
+41
530
$4K ﹤0.01%
53
531
$4K ﹤0.01%
41
532
$4K ﹤0.01%
76
533
$4K ﹤0.01%
121
+53
534
$4K ﹤0.01%
114
-120
535
$4K ﹤0.01%
+155
536
$4K ﹤0.01%
32
+4
537
$4K ﹤0.01%
+58
538
$4K ﹤0.01%
64
539
$4K ﹤0.01%
+73
540
$4K ﹤0.01%
55
541
$4K ﹤0.01%
76
542
$4K ﹤0.01%
+25
543
$4K ﹤0.01%
+278
544
$4K ﹤0.01%
60
+49
545
$4K ﹤0.01%
51
+20
546
$4K ﹤0.01%
+85
547
$4K ﹤0.01%
+105
548
$4K ﹤0.01%
150
+62
549
$4K ﹤0.01%
+196
550
$4K ﹤0.01%
+168
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