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
851
$2K ﹤0.01%
+29
852
$2K ﹤0.01%
+106
853
$2K ﹤0.01%
+64
854
$2K ﹤0.01%
+112
855
$2K ﹤0.01%
+191
856
$2K ﹤0.01%
+27
857
$2K ﹤0.01%
+48
858
$2K ﹤0.01%
+57
859
$2K ﹤0.01%
81
860
$2K ﹤0.01%
+29
861
$2K ﹤0.01%
+134
862
$2K ﹤0.01%
35
863
$2K ﹤0.01%
+62
864
$2K ﹤0.01%
135
865
$2K ﹤0.01%
50
866
$2K ﹤0.01%
+160
867
$2K ﹤0.01%
+310
868
$2K ﹤0.01%
+48
869
$2K ﹤0.01%
+39
870
$2K ﹤0.01%
+31
871
$1K ﹤0.01%
56
+2
872
$1K ﹤0.01%
23
873
$1K ﹤0.01%
+8
874
$1K ﹤0.01%
+15
875
$1K ﹤0.01%
+40
33 34
35
36 37