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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
726
$2K ﹤0.01%
24
727
$2K ﹤0.01%
19
728
$2K ﹤0.01%
+719
729
$2K ﹤0.01%
13
730
$2K ﹤0.01%
74
731
$2K ﹤0.01%
+214
732
$2K ﹤0.01%
91
+42
733
$2K ﹤0.01%
19
-28
734
$2K ﹤0.01%
76
+16
735
$2K ﹤0.01%
15
+5
736
$2K ﹤0.01%
64
-61
737
$2K ﹤0.01%
+58
738
$2K ﹤0.01%
+830
739
$2K ﹤0.01%
49
740
$2K ﹤0.01%
18
+3
741
$2K ﹤0.01%
134
742
$2K ﹤0.01%
+6
743
$2K ﹤0.01%
35
744
$2K ﹤0.01%
62
745
$2K ﹤0.01%
105
+5
746
$2K ﹤0.01%
+105
747
$2K ﹤0.01%
42
-23
748
$2K ﹤0.01%
294
-165
749
$2K ﹤0.01%
+119
750
$2K ﹤0.01%
80
+72
28 29
30
31 32