TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$16.5M
2
+$14.9M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M

Top Sells

1
+$4.36M
2
+$2.8M
3
+$567K
4
CHGG icon
Chegg
CHGG
+$419K
5
SIEN
Sientra, Inc.
SIEN
+$225K

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
701
$2K ﹤0.01%
+27
702
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19
703
$2K ﹤0.01%
+39
704
$2K ﹤0.01%
+718
705
$2K ﹤0.01%
314
+308
706
$2K ﹤0.01%
+96
707
$2K ﹤0.01%
+26
708
$2K ﹤0.01%
+24
709
$2K ﹤0.01%
+196
710
$2K ﹤0.01%
+72
711
$2K ﹤0.01%
+117
712
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+35
713
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+26
714
$2K ﹤0.01%
+40
715
$2K ﹤0.01%
+147
716
$2K ﹤0.01%
+36
717
$2K ﹤0.01%
39
718
$2K ﹤0.01%
+117
719
$2K ﹤0.01%
+71
720
$2K ﹤0.01%
+240
721
$2K ﹤0.01%
+318
722
$2K ﹤0.01%
+107
723
$2K ﹤0.01%
+85
724
$2K ﹤0.01%
+15
725
$2K ﹤0.01%
+62
27 28
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