We are live on ! Find out more
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
851
$1K ﹤0.01%
46
-42
852
$1K ﹤0.01%
7
-9
853
$1K ﹤0.01%
8
854
$1K ﹤0.01%
+71
855
$1K ﹤0.01%
71
+70
856
$1K ﹤0.01%
56
-56
857
$1K ﹤0.01%
+44
858
$1K ﹤0.01%
+16
859
$1K ﹤0.01%
+48
860
$1K ﹤0.01%
20
861
$1K ﹤0.01%
+25
862
$1K ﹤0.01%
+47
863
$1K ﹤0.01%
45
-29
864
$1K ﹤0.01%
54
+18
865
$1K ﹤0.01%
+5
866
$1K ﹤0.01%
39
-79
867
$1K ﹤0.01%
+83
868
$1K ﹤0.01%
+141
869
$1K ﹤0.01%
47
-20
870
$1K ﹤0.01%
16
-18
871
$1K ﹤0.01%
+43
872
$1K ﹤0.01%
+26
873
$1K ﹤0.01%
+19
874
$1K ﹤0.01%
7
875
$1K ﹤0.01%
19
33 34
35
36 37