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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
876
$1K ﹤0.01%
+110
877
$1K ﹤0.01%
+78
878
$1K ﹤0.01%
40
-22
879
$1K ﹤0.01%
78
-9
880
$1K ﹤0.01%
102
+36
881
$1K ﹤0.01%
100
-4
882
$1K ﹤0.01%
+39
883
$1K ﹤0.01%
40
-90
884
$1K ﹤0.01%
20
885
$1K ﹤0.01%
99
+32
886
$1K ﹤0.01%
36
+9
887
$1K ﹤0.01%
+44
888
$1K ﹤0.01%
148
+90
889
$1K ﹤0.01%
60
890
$1K ﹤0.01%
+13
891
$1K ﹤0.01%
180
+151
892
$1K ﹤0.01%
+71
893
$1K ﹤0.01%
92
+15
894
$1K ﹤0.01%
+307
895
$1K ﹤0.01%
63
896
$1K ﹤0.01%
+108
897
$1K ﹤0.01%
+45
898
$1K ﹤0.01%
+40
899
$1K ﹤0.01%
+20
900
$1K ﹤0.01%
37
34 35
36
37 38