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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
776
$1K ﹤0.01%
43
-69
777
$1K ﹤0.01%
+13
778
$1K ﹤0.01%
481
+296
779
$1K ﹤0.01%
231
+128
780
$1K ﹤0.01%
+50
781
$1K ﹤0.01%
24
-48
782
$1K ﹤0.01%
+75
783
$1K ﹤0.01%
128
+2
784
$1K ﹤0.01%
+10
785
$1K ﹤0.01%
+18
786
$1K ﹤0.01%
+30
787
$1K ﹤0.01%
+72
788
$1K ﹤0.01%
+74
789
$1K ﹤0.01%
356
-239
790
$1K ﹤0.01%
115
+65
791
$1K ﹤0.01%
106
792
$1K ﹤0.01%
130
+41
793
$1K ﹤0.01%
73
794
$1K ﹤0.01%
+10
795
$1K ﹤0.01%
51
-11
796
$1K ﹤0.01%
+7
797
$1K ﹤0.01%
195
+48
798
$1K ﹤0.01%
+65
799
$1K ﹤0.01%
+17
800
$1K ﹤0.01%
+287
30 31
32
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