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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
576
$3K ﹤0.01%
22
-11
577
$3K ﹤0.01%
338
-49
578
$3K ﹤0.01%
269
+64
579
$3K ﹤0.01%
156
+71
580
$3K ﹤0.01%
3
581
$3K ﹤0.01%
141
-64
582
$3K ﹤0.01%
27
+8
583
$3K ﹤0.01%
140
584
$3K ﹤0.01%
44
585
$3K ﹤0.01%
150
-66
586
$3K ﹤0.01%
250
+54
587
$3K ﹤0.01%
+355
588
$2K ﹤0.01%
156
589
$2K ﹤0.01%
40
590
$2K ﹤0.01%
4
+2
591
$2K ﹤0.01%
99
-50
592
$2K ﹤0.01%
43
-5
593
$2K ﹤0.01%
293
+177
594
$2K ﹤0.01%
+63
595
$2K ﹤0.01%
13
596
$2K ﹤0.01%
41
597
$2K ﹤0.01%
57
-72
598
$2K ﹤0.01%
+101
599
$2K ﹤0.01%
17
+4
600
$2K ﹤0.01%
87
+52
22 23
24
25 26