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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
751
$2K ﹤0.01%
+29
752
$2K ﹤0.01%
+19
753
$2K ﹤0.01%
360
754
$2K ﹤0.01%
+27
755
$2K ﹤0.01%
+14
756
$2K ﹤0.01%
47
757
$2K ﹤0.01%
+72
758
$2K ﹤0.01%
+73
759
$2K ﹤0.01%
+77
760
$2K ﹤0.01%
+28
761
$2K ﹤0.01%
+70
762
$2K ﹤0.01%
+35
763
$2K ﹤0.01%
+134
764
$2K ﹤0.01%
+82
765
$2K ﹤0.01%
+115
766
$2K ﹤0.01%
27
767
$2K ﹤0.01%
+20
768
$2K ﹤0.01%
13
769
$2K ﹤0.01%
52
+9
770
$2K ﹤0.01%
+55
771
$2K ﹤0.01%
+85
772
$2K ﹤0.01%
+27
773
$2K ﹤0.01%
21
774
$2K ﹤0.01%
48
775
$2K ﹤0.01%
+80
29 30
31
32 33