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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
576
$4K ﹤0.01%
73
577
$3K ﹤0.01%
68
578
$3K ﹤0.01%
123
579
$3K ﹤0.01%
65
580
$3K ﹤0.01%
44
581
$3K ﹤0.01%
103
582
$3K ﹤0.01%
54
+37
583
$3K ﹤0.01%
51
584
$3K ﹤0.01%
364
585
$3K ﹤0.01%
115
586
$3K ﹤0.01%
+134
587
$3K ﹤0.01%
94
588
$3K ﹤0.01%
61
589
$3K ﹤0.01%
56
590
$3K ﹤0.01%
7
591
$3K ﹤0.01%
530
592
$3K ﹤0.01%
89
593
$3K ﹤0.01%
122
594
$3K ﹤0.01%
146
+42
595
$3K ﹤0.01%
58
596
$3K ﹤0.01%
176
597
$3K ﹤0.01%
91
598
$3K ﹤0.01%
126
599
$3K ﹤0.01%
60
600
$3K ﹤0.01%
34
+9
22 23
24
25 26