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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
676
$2K ﹤0.01%
25
+10
677
$2K ﹤0.01%
86
678
$2K ﹤0.01%
48
679
$2K ﹤0.01%
69
-11
680
$2K ﹤0.01%
37
681
$2K ﹤0.01%
+62
682
$2K ﹤0.01%
56
-38
683
$2K ﹤0.01%
33
684
$2K ﹤0.01%
46
-15
685
$2K ﹤0.01%
385
+379
686
$2K ﹤0.01%
323
687
$2K ﹤0.01%
90
+26
688
$2K ﹤0.01%
+128
689
$2K ﹤0.01%
47
690
$2K ﹤0.01%
108
+87
691
$2K ﹤0.01%
168
+30
692
$2K ﹤0.01%
+76
693
$2K ﹤0.01%
74
+42
694
$2K ﹤0.01%
11
695
$2K ﹤0.01%
300
696
$2K ﹤0.01%
+100
697
$2K ﹤0.01%
+128
698
$2K ﹤0.01%
+30
699
$2K ﹤0.01%
109
+68
700
$2K ﹤0.01%
+233
26 27
28
29 30