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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
626
$3K ﹤0.01%
+151
627
$3K ﹤0.01%
+134
628
$3K ﹤0.01%
+37
629
$3K ﹤0.01%
67
-375
630
$3K ﹤0.01%
+52
631
$3K ﹤0.01%
68
+5
632
$3K ﹤0.01%
86
+14
633
$3K ﹤0.01%
+94
634
$3K ﹤0.01%
57
+35
635
$3K ﹤0.01%
+68
636
$3K ﹤0.01%
+237
637
$3K ﹤0.01%
+107
638
$3K ﹤0.01%
+228
639
$3K ﹤0.01%
+65
640
$3K ﹤0.01%
+246
641
$3K ﹤0.01%
+264
642
$3K ﹤0.01%
+66
643
$3K ﹤0.01%
76
644
$3K ﹤0.01%
+42
645
$3K ﹤0.01%
60
646
$3K ﹤0.01%
25
+20
647
$3K ﹤0.01%
+65
648
$3K ﹤0.01%
30
+12
649
$3K ﹤0.01%
36
650
$3K ﹤0.01%
+207
24 25
26
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