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
1076
$1K ﹤0.01%
306
1077
$1K ﹤0.01%
62
1078
$1K ﹤0.01%
+105
1079
$1K ﹤0.01%
+60
1080
$1K ﹤0.01%
282
+160
1081
$1K ﹤0.01%
+17
1082
$1K ﹤0.01%
+50
1083
$1K ﹤0.01%
+106
1084
$1K ﹤0.01%
32
1085
$1K ﹤0.01%
70
1086
$1K ﹤0.01%
131
1087
$1K ﹤0.01%
+42
1088
$1K ﹤0.01%
58
+34
1089
$1K ﹤0.01%
80
1090
$1K ﹤0.01%
77
-7
1091
$1K ﹤0.01%
52
-29
1092
$1K ﹤0.01%
+61
1093
$1K ﹤0.01%
31
-30
1094
$1K ﹤0.01%
34
-25
1095
$1K ﹤0.01%
+137
1096
$1K ﹤0.01%
+25
1097
$1K ﹤0.01%
42
-15
1098
$1K ﹤0.01%
19
1099
$1K ﹤0.01%
+28
1100
$1K ﹤0.01%
32
42 43
44
45 46