We are live on ! Find out more
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
526
$3K ﹤0.01%
11
+3
527
$3K ﹤0.01%
34
528
$3K ﹤0.01%
40
+34
529
$3K ﹤0.01%
90
530
$3K ﹤0.01%
9
531
$3K ﹤0.01%
336
+49
532
$3K ﹤0.01%
+44
533
$3K ﹤0.01%
228
534
$3K ﹤0.01%
102
-53
535
$3K ﹤0.01%
36
-5
536
$3K ﹤0.01%
232
-17
537
$3K ﹤0.01%
52
538
$3K ﹤0.01%
62
+18
539
$3K ﹤0.01%
115
+43
540
$3K ﹤0.01%
118
+96
541
$3K ﹤0.01%
92
-12
542
$3K ﹤0.01%
+68
543
$3K ﹤0.01%
68
544
$3K ﹤0.01%
18
-12
545
$3K ﹤0.01%
27
+3
546
$3K ﹤0.01%
34
-30
547
$3K ﹤0.01%
107
548
$3K ﹤0.01%
111
+85
549
$3K ﹤0.01%
334
+76
550
$3K ﹤0.01%
69
-35
20 21
22
23 24