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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
601
$2K ﹤0.01%
+68
602
$2K ﹤0.01%
+79
603
$2K ﹤0.01%
52
+16
604
$2K ﹤0.01%
54
+9
605
$2K ﹤0.01%
113
606
$2K ﹤0.01%
79
+32
607
$2K ﹤0.01%
22
-14
608
$2K ﹤0.01%
70
+21
609
$2K ﹤0.01%
34
-21
610
$2K ﹤0.01%
297
-443
611
$2K ﹤0.01%
+173
612
$2K ﹤0.01%
+78
613
$2K ﹤0.01%
106
+27
614
$2K ﹤0.01%
+62
615
$2K ﹤0.01%
110
616
$2K ﹤0.01%
+326
617
$2K ﹤0.01%
94
618
$2K ﹤0.01%
28
-49
619
$2K ﹤0.01%
31
620
$2K ﹤0.01%
48
-8
621
$2K ﹤0.01%
44
+21
622
$2K ﹤0.01%
142
-95
623
$2K ﹤0.01%
+35
624
$2K ﹤0.01%
35
-27
625
$2K ﹤0.01%
+86
23 24
25
26 27