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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
$320M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$14.7M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.49M

Top Sells

1
+$5.52M
2
+$2.8M
3
+$554K
4
CHGG icon
Chegg
CHGG
+$419K
5
SIEN
Sientra, Inc.
SIEN
+$252K

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
951
$1K ﹤0.01%
+31
952
$1K ﹤0.01%
21
953
$1K ﹤0.01%
+81
954
$1K ﹤0.01%
3
955
$1K ﹤0.01%
+98
956
$1K ﹤0.01%
+5
957
$1K ﹤0.01%
+24
958
$1K ﹤0.01%
+118
959
$1K ﹤0.01%
1,000
960
$1K ﹤0.01%
+125
961
$1K ﹤0.01%
+1
962
$1K ﹤0.01%
+96
963
$1K ﹤0.01%
+155
964
$1K ﹤0.01%
+30
965
$1K ﹤0.01%
20
966
$1K ﹤0.01%
+15
967
$1K ﹤0.01%
89
968
$1K ﹤0.01%
+107
969
$1K ﹤0.01%
65
+35
970
$1K ﹤0.01%
+199
971
$1K ﹤0.01%
+53
972
$1K ﹤0.01%
+177
973
$1K ﹤0.01%
29
+25
974
$1K ﹤0.01%
+122
975
$1K ﹤0.01%
+11
37 38
39
40 41