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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
601
$3K ﹤0.01%
52
602
$3K ﹤0.01%
60
603
$3K ﹤0.01%
146
604
$3K ﹤0.01%
42
605
$3K ﹤0.01%
102
606
$3K ﹤0.01%
86
607
$3K ﹤0.01%
48
608
$3K ﹤0.01%
54
609
$3K ﹤0.01%
62
610
$3K ﹤0.01%
44
611
$3K ﹤0.01%
34
612
$3K ﹤0.01%
217
613
$3K ﹤0.01%
90
614
$3K ﹤0.01%
51
615
$3K ﹤0.01%
31
616
$3K ﹤0.01%
23
+3
617
$3K ﹤0.01%
15
618
$3K ﹤0.01%
109
619
$3K ﹤0.01%
48
620
$3K ﹤0.01%
23
621
$3K ﹤0.01%
22
622
$3K ﹤0.01%
144
623
$3K ﹤0.01%
22
+6
624
$3K ﹤0.01%
70
625
$3K ﹤0.01%
86
23 24
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