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
776
$2K ﹤0.01%
48
777
$2K ﹤0.01%
+80
778
$2K ﹤0.01%
+38
779
$2K ﹤0.01%
+60
780
$2K ﹤0.01%
+18
781
$2K ﹤0.01%
+167
782
$2K ﹤0.01%
+86
783
$2K ﹤0.01%
+43
784
$2K ﹤0.01%
+14
785
$2K ﹤0.01%
+23
786
$2K ﹤0.01%
+22
787
$2K ﹤0.01%
+23
788
$2K ﹤0.01%
+19
789
$2K ﹤0.01%
24
+11
790
$2K ﹤0.01%
+15
791
$2K ﹤0.01%
+45
792
$2K ﹤0.01%
+17
793
$2K ﹤0.01%
48
+24
794
$2K ﹤0.01%
+108
795
$2K ﹤0.01%
61
-158
796
$2K ﹤0.01%
+86
797
$2K ﹤0.01%
+50
798
$2K ﹤0.01%
+190
799
$2K ﹤0.01%
+64
800
$2K ﹤0.01%
8
30 31
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