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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
901
$1K ﹤0.01%
25
-73
902
$1K ﹤0.01%
+36
903
$1K ﹤0.01%
+144
904
$1K ﹤0.01%
105
+76
905
$1K ﹤0.01%
42
-93
906
$1K ﹤0.01%
258
+246
907
$1K ﹤0.01%
+9
908
$1K ﹤0.01%
52
-30
909
$1K ﹤0.01%
63
-122
910
$1K ﹤0.01%
+168
911
$1K ﹤0.01%
84
-104
912
$1K ﹤0.01%
+105
913
$1K ﹤0.01%
+28
914
$1K ﹤0.01%
+86
915
$1K ﹤0.01%
+17
916
$1K ﹤0.01%
+29
917
$1K ﹤0.01%
+440
918
$1K ﹤0.01%
201
-2
919
$1K ﹤0.01%
+6
920
$1K ﹤0.01%
8
921
$1K ﹤0.01%
+35
922
$1K ﹤0.01%
+4
923
$1K ﹤0.01%
11
-4
924
$1K ﹤0.01%
+114
925
$1K ﹤0.01%
254
+206
35 36
37
38 39