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
1126
$0 ﹤0.01%
+34
1127
$0 ﹤0.01%
+14
1128
$0 ﹤0.01%
+19
1129
$0 ﹤0.01%
+15
1130
$0 ﹤0.01%
+16
1131
$0 ﹤0.01%
3
-49
1132
$0 ﹤0.01%
+68
1133
$0 ﹤0.01%
+13
1134
-1,000
1135
$0 ﹤0.01%
+30