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
876
$1K ﹤0.01%
17
+15
877
$1K ﹤0.01%
+64
878
$1K ﹤0.01%
+38
879
$1K ﹤0.01%
+76
880
$1K ﹤0.01%
+48
881
$1K ﹤0.01%
+30
882
$1K ﹤0.01%
+46
883
$1K ﹤0.01%
26
884
$1K ﹤0.01%
15
885
$1K ﹤0.01%
+26
886
$1K ﹤0.01%
+42
887
$1K ﹤0.01%
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888
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16
889
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+33
890
$1K ﹤0.01%
+15
891
$1K ﹤0.01%
+21
892
$1K ﹤0.01%
3
893
$1K ﹤0.01%
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894
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895
$1K ﹤0.01%
+86
896
$1K ﹤0.01%
+95
897
$1K ﹤0.01%
+5
898
$1K ﹤0.01%
+40
899
$1K ﹤0.01%
+56
900
$1K ﹤0.01%
+38
34 35
36
37 38