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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
976
$1K ﹤0.01%
+22
977
$1K ﹤0.01%
23
978
$1K ﹤0.01%
+38
979
$1K ﹤0.01%
+67
980
$1K ﹤0.01%
+16
981
$1K ﹤0.01%
+8
982
$1K ﹤0.01%
+15
983
$1K ﹤0.01%
48
984
$1K ﹤0.01%
31
985
$1K ﹤0.01%
+162
986
$1K ﹤0.01%
58
+48
987
$1K ﹤0.01%
+6
988
$1K ﹤0.01%
+81
989
$1K ﹤0.01%
18
+1
990
$1K ﹤0.01%
+42
991
$1K ﹤0.01%
+50
992
$1K ﹤0.01%
+36
993
$1K ﹤0.01%
4
994
$1K ﹤0.01%
+30
995
$1K ﹤0.01%
+23
996
$1K ﹤0.01%
+84
997
$1K ﹤0.01%
26
998
$1K ﹤0.01%
+16
999
$1K ﹤0.01%
+4
1000
$1K ﹤0.01%
+8
38 39
40
41 42