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
926
$1K ﹤0.01%
+57
927
$1K ﹤0.01%
+85
928
$1K ﹤0.01%
+19
929
$1K ﹤0.01%
+8
930
$1K ﹤0.01%
+91
931
$1K ﹤0.01%
+106
932
$1K ﹤0.01%
89
933
$1K ﹤0.01%
6
-107
934
$1K ﹤0.01%
+50
935
$1K ﹤0.01%
+35
936
$1K ﹤0.01%
+16
937
$1K ﹤0.01%
+47
938
$1K ﹤0.01%
112
939
$1K ﹤0.01%
+67
940
$1K ﹤0.01%
9
+3
941
$1K ﹤0.01%
+7
942
$1K ﹤0.01%
+155
943
$1K ﹤0.01%
+133
944
$1K ﹤0.01%
+624
945
$1K ﹤0.01%
+295
946
$1K ﹤0.01%
+137
947
$1K ﹤0.01%
+22
948
$1K ﹤0.01%
+17
949
$1K ﹤0.01%
+40
950
$1K ﹤0.01%
+26
36 37
38
39 40