We are live on ! Find out more
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
1051
$1K ﹤0.01%
+16
1052
$1K ﹤0.01%
51
-47
1053
$1K ﹤0.01%
+30
1054
$1K ﹤0.01%
25
+6
1055
$1K ﹤0.01%
93
-110
1056
$1K ﹤0.01%
71
+30
1057
$1K ﹤0.01%
190
+170
1058
$1K ﹤0.01%
59
+17
1059
$1K ﹤0.01%
21
-13
1060
$1K ﹤0.01%
+320
1061
$1K ﹤0.01%
290
-136
1062
$1K ﹤0.01%
32
-13
1063
$1K ﹤0.01%
+44
1064
$1K ﹤0.01%
+31
1065
$1K ﹤0.01%
+10
1066
$1K ﹤0.01%
46
-76
1067
$1K ﹤0.01%
58
1068
$1K ﹤0.01%
7
1069
$1K ﹤0.01%
+73
1070
$1K ﹤0.01%
42
-32
1071
$1K ﹤0.01%
26
1072
$1K ﹤0.01%
+113
1073
$1K ﹤0.01%
60
-118
1074
$1K ﹤0.01%
+109
1075
$1K ﹤0.01%
+56
41 42
43
44 45