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
951
$1K ﹤0.01%
+25
952
$1K ﹤0.01%
+11
953
$1K ﹤0.01%
+31
954
$1K ﹤0.01%
21
955
$1K ﹤0.01%
+81
956
$1K ﹤0.01%
3
957
$1K ﹤0.01%
+98
958
$1K ﹤0.01%
+5
959
$1K ﹤0.01%
+177
960
$1K ﹤0.01%
+24
961
$1K ﹤0.01%
+118
962
$1K ﹤0.01%
1,000
963
$1K ﹤0.01%
+125
964
$1K ﹤0.01%
+26
965
$1K ﹤0.01%
29
+25
966
$1K ﹤0.01%
+122
967
$1K ﹤0.01%
+11
968
$1K ﹤0.01%
+22
969
$1K ﹤0.01%
23
970
$1K ﹤0.01%
+38
971
$1K ﹤0.01%
+67
972
$1K ﹤0.01%
+16
973
$1K ﹤0.01%
+8
974
$1K ﹤0.01%
20
975
$1K ﹤0.01%
+76
37 38
39
40 41