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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
$274M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$625K
3
+$501K
4
SIEN
Sientra, Inc.
SIEN
+$298K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$121K

Top Sells

1
+$400K
2
+$394K
3
+$285K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$187K
5
CHGG icon
Chegg
CHGG
+$128K

Sector Composition

1 Healthcare 4.86%
2 Materials 3.74%
3 Real Estate 3.6%
4 Industrials 2.76%
5 Financials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
+39
577
$1K ﹤0.01%
27
578
$1K ﹤0.01%
15
579
$1K ﹤0.01%
22
+3
580
$1K ﹤0.01%
54
581
$1K ﹤0.01%
23
582
$1K ﹤0.01%
26
583
$1K ﹤0.01%
15
-5
584
$1K ﹤0.01%
16
585
$1K ﹤0.01%
3
586
$1K ﹤0.01%
5
587
$1K ﹤0.01%
32
588
$1K ﹤0.01%
9
589
$1K ﹤0.01%
30
590
$1K ﹤0.01%
44
591
$1K ﹤0.01%
38
592
$1K ﹤0.01%
11
593
$1K ﹤0.01%
30
594
$1K ﹤0.01%
26
595
$1K ﹤0.01%
58
596
$1K ﹤0.01%
89
597
$1K ﹤0.01%
6
598
$1K ﹤0.01%
112
599
$1K ﹤0.01%
13
600
$1K ﹤0.01%
52
22 23
24
25 26