TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$16.5M
2
+$14.9M
3
+$3.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M

Top Sells

1
+$4.36M
2
+$2.8M
3
+$567K
4
CHGG icon
Chegg
CHGG
+$419K
5
SIEN
Sientra, Inc.
SIEN
+$225K

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%
+58
1027
$1K ﹤0.01%
7
1028
$1K ﹤0.01%
+26
1029
$1K ﹤0.01%
+1
1030
$1K ﹤0.01%
+70
1031
$1K ﹤0.01%
306
1032
$1K ﹤0.01%
+62
1033
$1K ﹤0.01%
+48
1034
$1K ﹤0.01%
32
1035
$1K ﹤0.01%
+204
1036
$1K ﹤0.01%
37
+24
1037
$1K ﹤0.01%
30
1038
$1K ﹤0.01%
+32
1039
$1K ﹤0.01%
+40
1040
$1K ﹤0.01%
+31
1041
$1K ﹤0.01%
+20
1042
$1K ﹤0.01%
+20
1043
$1K ﹤0.01%
+96
1044
$1K ﹤0.01%
+59
1045
$1K ﹤0.01%
+9
1046
$1K ﹤0.01%
3
1047
$1K ﹤0.01%
+62
1048
$1K ﹤0.01%
10
-5
1049
$1K ﹤0.01%
+17
1050
$1K ﹤0.01%
+17
40 41
42
43 44