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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
$320M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$14.7M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.49M

Top Sells

1
+$5.52M
2
+$2.8M
3
+$554K
4
CHGG icon
Chegg
CHGG
+$419K
5
SIEN
Sientra, Inc.
SIEN
+$252K

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
551
$4K ﹤0.01%
20
552
$4K ﹤0.01%
+27
553
$4K ﹤0.01%
+168
554
$4K ﹤0.01%
34
555
$4K ﹤0.01%
+111
556
$4K ﹤0.01%
+105
557
$3K ﹤0.01%
+77
558
$3K ﹤0.01%
+36
559
$3K ﹤0.01%
98
560
$3K ﹤0.01%
103
561
$3K ﹤0.01%
+53
562
$3K ﹤0.01%
+217
563
$3K ﹤0.01%
71
+27
564
$3K ﹤0.01%
+156
565
$3K ﹤0.01%
+22
566
$3K ﹤0.01%
+29
567
$3K ﹤0.01%
+258
568
$3K ﹤0.01%
124
569
$3K ﹤0.01%
+100
570
$3K ﹤0.01%
72
571
$3K ﹤0.01%
142
+21
572
$3K ﹤0.01%
+147
573
$3K ﹤0.01%
52
574
$3K ﹤0.01%
+208
575
$3K ﹤0.01%
51
21 22
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