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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
$274M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$625K
3
+$501K
4
SIEN
Sientra, Inc.
SIEN
+$298K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$121K

Top Sells

1
+$400K
2
+$394K
3
+$285K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$187K
5
CHGG icon
Chegg
CHGG
+$128K

Sector Composition

1 Healthcare 4.86%
2 Materials 3.74%
3 Real Estate 3.6%
4 Industrials 2.76%
5 Financials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$0 ﹤0.01%
1
627
$0 ﹤0.01%
24
628
$0 ﹤0.01%
12
629
– –
-329
630
$0 ﹤0.01%
4
631
$0 ﹤0.01%
+2
632
$0 ﹤0.01%
21
633
$0 ﹤0.01%
6
634
– –
-1
635
$0 ﹤0.01%
8
636
– –
0
637
$0 ﹤0.01%
+6
638
$0 ﹤0.01%
6
639
– –
-663
640
– –
-73
641
– –
-1,251
642
– –
-96
643
– –
-5
644
– –
-160
645
$0 ﹤0.01%
1,000
646
– –
-1,756
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