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
1051
$1K ﹤0.01%
+62
1052
$1K ﹤0.01%
19
+10
1053
$1K ﹤0.01%
32
1054
$1K ﹤0.01%
+6
1055
$1K ﹤0.01%
24
1056
$1K ﹤0.01%
23
+9
1057
$1K ﹤0.01%
+15
1058
$1K ﹤0.01%
48
1059
$1K ﹤0.01%
+46
1060
$1K ﹤0.01%
+7
1061
$1K ﹤0.01%
+24
1062
$1K ﹤0.01%
+50
1063
$1K ﹤0.01%
+56
1064
$1K ﹤0.01%
+11
1065
$1K ﹤0.01%
+20
1066
$1K ﹤0.01%
+15
1067
$1K ﹤0.01%
+402
1068
$1K ﹤0.01%
+21
1069
$1K ﹤0.01%
+42
1070
$1K ﹤0.01%
53
-457
1071
$1K ﹤0.01%
+16
1072
$1K ﹤0.01%
+58
1073
$1K ﹤0.01%
48
-18
1074
$1K ﹤0.01%
+7
1075
$1K ﹤0.01%
+19
41 42
43
44 45