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
601
$3K ﹤0.01%
236
602
$3K ﹤0.01%
91
603
$3K ﹤0.01%
+141
604
$3K ﹤0.01%
116
+11
605
$3K ﹤0.01%
+73
606
$3K ﹤0.01%
22
607
$3K ﹤0.01%
+98
608
$3K ﹤0.01%
+12
609
$3K ﹤0.01%
+54
610
$3K ﹤0.01%
52
611
$3K ﹤0.01%
+34
612
$3K ﹤0.01%
+139
613
$3K ﹤0.01%
+387
614
$3K ﹤0.01%
+74
615
$3K ﹤0.01%
+48
616
$3K ﹤0.01%
+82
617
$3K ﹤0.01%
37
618
$3K ﹤0.01%
+178
619
$3K ﹤0.01%
+114
620
$3K ﹤0.01%
29
621
$3K ﹤0.01%
+41
622
$3K ﹤0.01%
181
+154
623
$3K ﹤0.01%
53
+16
624
$3K ﹤0.01%
+70
625
$3K ﹤0.01%
+306
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