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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
701
$2K ﹤0.01%
19
-13
702
$2K ﹤0.01%
141
-61
703
$2K ﹤0.01%
32
+24
704
$2K ﹤0.01%
85
+5
705
$2K ﹤0.01%
150
+102
706
$2K ﹤0.01%
+19
707
$2K ﹤0.01%
24
-18
708
$2K ﹤0.01%
161
-114
709
$2K ﹤0.01%
44
+20
710
$2K ﹤0.01%
27
-18
711
$2K ﹤0.01%
21
712
$2K ﹤0.01%
37
-24
713
$2K ﹤0.01%
+84
714
$2K ﹤0.01%
35
+12
715
$2K ﹤0.01%
+61
716
$2K ﹤0.01%
36
+15
717
$2K ﹤0.01%
+86
718
$2K ﹤0.01%
47
719
$2K ﹤0.01%
27
720
$2K ﹤0.01%
+6
721
$2K ﹤0.01%
+7
722
$2K ﹤0.01%
+49
723
$2K ﹤0.01%
+168
724
$2K ﹤0.01%
+74
725
$2K ﹤0.01%
195
27 28
29
30 31