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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
951
$1K ﹤0.01%
+47
952
$1K ﹤0.01%
86
953
$1K ﹤0.01%
+29
954
$1K ﹤0.01%
+89
955
$1K ﹤0.01%
19
956
$1K ﹤0.01%
99
-25
957
$1K ﹤0.01%
+90
958
$1K ﹤0.01%
88
-67
959
$1K ﹤0.01%
11
-37
960
$1K ﹤0.01%
54
-68
961
$1K ﹤0.01%
31
+4
962
$1K ﹤0.01%
10
-7
963
$1K ﹤0.01%
56
-156
964
$1K ﹤0.01%
+6
965
$1K ﹤0.01%
90
-514
966
$1K ﹤0.01%
45
-12
967
$1K ﹤0.01%
25
-32
968
$1K ﹤0.01%
53
-28
969
$1K ﹤0.01%
+107
970
$1K ﹤0.01%
25
971
$1K ﹤0.01%
56
972
$1K ﹤0.01%
107
-171
973
$1K ﹤0.01%
+6
974
$1K ﹤0.01%
80
-387
975
$1K ﹤0.01%
25
+14
37 38
39
40 41