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
576
$3K ﹤0.01%
+161
577
$3K ﹤0.01%
85
578
$3K ﹤0.01%
11
579
$3K ﹤0.01%
+434
580
$3K ﹤0.01%
+48
581
$3K ﹤0.01%
71
582
$3K ﹤0.01%
+58
583
$3K ﹤0.01%
550
+221
584
$3K ﹤0.01%
+95
585
$3K ﹤0.01%
+44
586
$3K ﹤0.01%
+41
587
$3K ﹤0.01%
+91
588
$3K ﹤0.01%
+44
589
$3K ﹤0.01%
+119
590
$3K ﹤0.01%
117
591
$3K ﹤0.01%
+66
592
$3K ﹤0.01%
50
+37
593
$3K ﹤0.01%
+549
594
$3K ﹤0.01%
99
+49
595
$3K ﹤0.01%
+66
596
$3K ﹤0.01%
+61
597
$3K ﹤0.01%
+130
598
$3K ﹤0.01%
+162
599
$3K ﹤0.01%
120
600
$3K ﹤0.01%
+167
22 23
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