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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
$411M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$1.92M
3
+$1.37M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$745K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$673K

Top Sells

1
+$12.8M
2
+$1.63M
3
+$859K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$439K
5
LMNR icon
Limoneira
LMNR
+$435K

Sector Composition

1 Technology 7.11%
2 Healthcare 4.16%
3 Financials 2.36%
4 Real Estate 2.29%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
27
502
$5K ﹤0.01%
140
503
$5K ﹤0.01%
144
504
$5K ﹤0.01%
341
505
$5K ﹤0.01%
43
-8
506
$5K ﹤0.01%
62
507
$4K ﹤0.01%
257
508
$4K ﹤0.01%
66
509
$4K ﹤0.01%
41
510
$4K ﹤0.01%
74
511
$4K ﹤0.01%
118
512
$4K ﹤0.01%
30
513
$4K ﹤0.01%
49
+12
514
$4K ﹤0.01%
22
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515
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19
+9
516
$4K ﹤0.01%
42
517
$4K ﹤0.01%
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518
$4K ﹤0.01%
73
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$4K ﹤0.01%
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520
$4K ﹤0.01%
56
521
$4K ﹤0.01%
121
522
$4K ﹤0.01%
34
523
$4K ﹤0.01%
153
524
$4K ﹤0.01%
42
-4
525
$4K ﹤0.01%
47
19 20
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