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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
976
$1K ﹤0.01%
+70
977
$1K ﹤0.01%
+20
978
$1K ﹤0.01%
45
979
$1K ﹤0.01%
62
-15
980
$1K ﹤0.01%
+78
981
$1K ﹤0.01%
+13
982
$1K ﹤0.01%
8
983
$1K ﹤0.01%
98
984
$1K ﹤0.01%
+75
985
$1K ﹤0.01%
27
+1
986
$1K ﹤0.01%
+110
987
$1K ﹤0.01%
11
-36
988
$1K ﹤0.01%
47
989
$1K ﹤0.01%
+46
990
$1K ﹤0.01%
+30
991
$1K ﹤0.01%
+30
992
$1K ﹤0.01%
+3
993
$1K ﹤0.01%
+21
994
$1K ﹤0.01%
51
-13
995
$1K ﹤0.01%
40
-6
996
$1K ﹤0.01%
+22
997
$1K ﹤0.01%
77
998
$1K ﹤0.01%
+27
999
$1K ﹤0.01%
+9
1000
$1K ﹤0.01%
71
-10
38 39
40
41 42