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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
676
$3K ﹤0.01%
+38
677
$3K ﹤0.01%
195
678
$3K ﹤0.01%
+95
679
$2K ﹤0.01%
+9
680
$2K ﹤0.01%
24
-7
681
$2K ﹤0.01%
+82
682
$2K ﹤0.01%
9
683
$2K ﹤0.01%
72
+28
684
$2K ﹤0.01%
22
685
$2K ﹤0.01%
49
+11
686
$2K ﹤0.01%
13
687
$2K ﹤0.01%
+56
688
$2K ﹤0.01%
+22
689
$2K ﹤0.01%
93
690
$2K ﹤0.01%
+94
691
$2K ﹤0.01%
+213
692
$2K ﹤0.01%
74
+68
693
$2K ﹤0.01%
+10
694
$2K ﹤0.01%
+30
695
$2K ﹤0.01%
+15
696
$2K ﹤0.01%
+17
697
$2K ﹤0.01%
+156
698
$2K ﹤0.01%
+94
699
$2K ﹤0.01%
115
700
$2K ﹤0.01%
40
+20
26 27
28
29 30