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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
601
$3K ﹤0.01%
29
602
$3K ﹤0.01%
+41
603
$3K ﹤0.01%
181
+154
604
$3K ﹤0.01%
53
+16
605
$3K ﹤0.01%
+70
606
$3K ﹤0.01%
+306
607
$3K ﹤0.01%
+389
608
$3K ﹤0.01%
182
609
$3K ﹤0.01%
25
+14
610
$3K ﹤0.01%
19
611
$3K ﹤0.01%
+52
612
$3K ﹤0.01%
166
613
$3K ﹤0.01%
21
614
$3K ﹤0.01%
+98
615
$3K ﹤0.01%
+80
616
$3K ﹤0.01%
138
-420
617
$3K ﹤0.01%
+23
618
$3K ﹤0.01%
32
619
$3K ﹤0.01%
+86
620
$3K ﹤0.01%
42
+18
621
$3K ﹤0.01%
+37
622
$3K ﹤0.01%
143
+85
623
$3K ﹤0.01%
+74
624
$3K ﹤0.01%
+118
625
$3K ﹤0.01%
+47
23 24
25
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