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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
826
$1K ﹤0.01%
60
827
$1K ﹤0.01%
25
-71
828
$1K ﹤0.01%
+20
829
$1K ﹤0.01%
60
830
$1K ﹤0.01%
100
+2
831
$1K ﹤0.01%
+28
832
$1K ﹤0.01%
+25
833
$1K ﹤0.01%
128
+25
834
$1K ﹤0.01%
+46
835
$1K ﹤0.01%
76
-131
836
$1K ﹤0.01%
+109
837
$1K ﹤0.01%
+63
838
$1K ﹤0.01%
43
839
$1K ﹤0.01%
+118
840
$1K ﹤0.01%
21
-22
841
$1K ﹤0.01%
30
842
$1K ﹤0.01%
+35
843
$1K ﹤0.01%
+118
844
$1K ﹤0.01%
11
-3
845
$1K ﹤0.01%
+56
846
$1K ﹤0.01%
34
847
$1K ﹤0.01%
54
-44
848
$1K ﹤0.01%
24
849
$1K ﹤0.01%
50
-110
850
$1K ﹤0.01%
26
-20
32 33
34
35 36