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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
1026
$1K ﹤0.01%
+50
1027
$1K ﹤0.01%
+13
1028
$1K ﹤0.01%
+104
1029
$1K ﹤0.01%
23
1030
$1K ﹤0.01%
20
1031
$1K ﹤0.01%
+58
1032
$1K ﹤0.01%
7
1033
$1K ﹤0.01%
+26
1034
$1K ﹤0.01%
+26
1035
$1K ﹤0.01%
+85
1036
$1K ﹤0.01%
+1
1037
$1K ﹤0.01%
+70
1038
$1K ﹤0.01%
306
1039
$1K ﹤0.01%
+62
1040
$1K ﹤0.01%
+48
1041
$1K ﹤0.01%
32
1042
$1K ﹤0.01%
+204
1043
$1K ﹤0.01%
37
+24
1044
$1K ﹤0.01%
30
1045
$1K ﹤0.01%
+32
1046
$1K ﹤0.01%
+40
1047
$1K ﹤0.01%
+31
1048
$1K ﹤0.01%
+20
1049
$1K ﹤0.01%
+20
1050
$1K ﹤0.01%
+59
40 41
42
43 44