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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
801
$1K ﹤0.01%
+62
802
$1K ﹤0.01%
+52
803
$1K ﹤0.01%
7
804
$1K ﹤0.01%
+202
805
$1K ﹤0.01%
133
806
$1K ﹤0.01%
+69
807
$1K ﹤0.01%
+73
808
$1K ﹤0.01%
69
-53
809
$1K ﹤0.01%
+287
810
$1K ﹤0.01%
89
-283
811
$1K ﹤0.01%
+26
812
$1K ﹤0.01%
+11
813
$1K ﹤0.01%
+45
814
$1K ﹤0.01%
+23
815
$1K ﹤0.01%
27
816
$1K ﹤0.01%
+6
817
$1K ﹤0.01%
+83
818
$1K ﹤0.01%
+64
819
$1K ﹤0.01%
+75
820
$1K ﹤0.01%
24
-20
821
$1K ﹤0.01%
55
-113
822
$1K ﹤0.01%
+13
823
$1K ﹤0.01%
+25
824
$1K ﹤0.01%
9
825
$1K ﹤0.01%
+175
31 32
33
34 35