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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
1001
$1K ﹤0.01%
35
1002
$1K ﹤0.01%
38
-34
1003
$1K ﹤0.01%
+31
1004
$1K ﹤0.01%
+89
1005
$1K ﹤0.01%
49
-51
1006
$1K ﹤0.01%
+22
1007
$1K ﹤0.01%
+245
1008
$1K ﹤0.01%
68
-14
1009
$1K ﹤0.01%
21
-83
1010
$1K ﹤0.01%
63
-58
1011
$1K ﹤0.01%
1
1012
$1K ﹤0.01%
27
1013
$1K ﹤0.01%
20
1014
$1K ﹤0.01%
+57
1015
$1K ﹤0.01%
+13
1016
$1K ﹤0.01%
8
1017
$1K ﹤0.01%
+40
1018
$1K ﹤0.01%
+77
1019
$1K ﹤0.01%
118
+48
1020
$1K ﹤0.01%
+107
1021
$1K ﹤0.01%
26
1022
$1K ﹤0.01%
+69
1023
$1K ﹤0.01%
182
-589
1024
$1K ﹤0.01%
+22
1025
$1K ﹤0.01%
30
-91
39 40
41
42 43