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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
$581M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.18M
3
+$1.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$957K

Top Sells

1
+$2.8M
2
+$2.02M
3
+$1.67M
4
META icon
Meta Platforms (Facebook)
META
+$994K
5
TREX icon
Trex
TREX
+$815K

Sector Composition

1 Technology 7.8%
2 Healthcare 3.72%
3 Financials 2.81%
4 Real Estate 2.19%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
148
602
$5K ﹤0.01%
128
603
$5K ﹤0.01%
49
604
$5K ﹤0.01%
30
+9
605
$5K ﹤0.01%
190
606
$5K ﹤0.01%
+68
607
$5K ﹤0.01%
63
608
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23
609
$5K ﹤0.01%
78
610
$5K ﹤0.01%
43
611
$5K ﹤0.01%
27
612
$5K ﹤0.01%
168
613
$5K ﹤0.01%
3
614
$5K ﹤0.01%
78
615
$5K ﹤0.01%
138
616
$5K ﹤0.01%
108
617
$5K ﹤0.01%
161
618
$5K ﹤0.01%
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619
$5K ﹤0.01%
640
620
$5K ﹤0.01%
48
621
$5K ﹤0.01%
41
622
$5K ﹤0.01%
117
623
$5K ﹤0.01%
117
624
$5K ﹤0.01%
105
625
$5K ﹤0.01%
114
23 24
25
26 27