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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
551
$3K ﹤0.01%
120
-34
552
$3K ﹤0.01%
90
553
$3K ﹤0.01%
65
554
$3K ﹤0.01%
28
-4
555
$3K ﹤0.01%
+50
556
$3K ﹤0.01%
+24
557
$3K ﹤0.01%
68
+52
558
$3K ﹤0.01%
42
559
$3K ﹤0.01%
22
-20
560
$3K ﹤0.01%
17
+11
561
$3K ﹤0.01%
226
+107
562
$3K ﹤0.01%
+293
563
$3K ﹤0.01%
25
-4
564
$3K ﹤0.01%
38
+10
565
$3K ﹤0.01%
146
-235
566
$3K ﹤0.01%
+40
567
$3K ﹤0.01%
56
-35
568
$3K ﹤0.01%
93
-26
569
$3K ﹤0.01%
25
-2
570
$3K ﹤0.01%
31
+11
571
$3K ﹤0.01%
29
+1
572
$3K ﹤0.01%
11
573
$3K ﹤0.01%
+133
574
$3K ﹤0.01%
49
+25
575
$3K ﹤0.01%
48
-4
21 22
23
24 25