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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
651
$3K ﹤0.01%
+212
652
$3K ﹤0.01%
+81
653
$3K ﹤0.01%
+161
654
$3K ﹤0.01%
85
655
$3K ﹤0.01%
11
656
$3K ﹤0.01%
+434
657
$3K ﹤0.01%
71
658
$3K ﹤0.01%
+58
659
$3K ﹤0.01%
550
+221
660
$3K ﹤0.01%
+44
661
$3K ﹤0.01%
+41
662
$3K ﹤0.01%
+91
663
$3K ﹤0.01%
+44
664
$3K ﹤0.01%
+119
665
$3K ﹤0.01%
117
666
$3K ﹤0.01%
+66
667
$3K ﹤0.01%
50
+37
668
$3K ﹤0.01%
+549
669
$3K ﹤0.01%
99
+49
670
$3K ﹤0.01%
+66
671
$3K ﹤0.01%
+61
672
$3K ﹤0.01%
+48
673
$3K ﹤0.01%
+228
674
$3K ﹤0.01%
41
+5
675
$3K ﹤0.01%
+163
25 26
27
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