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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
626
$2K ﹤0.01%
+78
627
$2K ﹤0.01%
+57
628
$2K ﹤0.01%
+46
629
$2K ﹤0.01%
56
+31
630
$2K ﹤0.01%
16
+9
631
$2K ﹤0.01%
36
632
$2K ﹤0.01%
+68
633
$2K ﹤0.01%
469
+246
634
$2K ﹤0.01%
44
+22
635
$2K ﹤0.01%
50
+22
636
$2K ﹤0.01%
+195
637
$2K ﹤0.01%
33
+14
638
$2K ﹤0.01%
510
-188
639
$2K ﹤0.01%
+23
640
$2K ﹤0.01%
+43
641
$2K ﹤0.01%
103
642
$2K ﹤0.01%
+123
643
$2K ﹤0.01%
+147
644
$2K ﹤0.01%
+501
645
$2K ﹤0.01%
+439
646
$2K ﹤0.01%
22
647
$2K ﹤0.01%
115
-36
648
$2K ﹤0.01%
+30
649
$2K ﹤0.01%
52
650
$2K ﹤0.01%
208
24 25
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