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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
626
$3K ﹤0.01%
29
627
$3K ﹤0.01%
47
628
$3K ﹤0.01%
6
629
$3K ﹤0.01%
228
630
$3K ﹤0.01%
168
631
$3K ﹤0.01%
3
632
$3K ﹤0.01%
158
633
$3K ﹤0.01%
81
634
$3K ﹤0.01%
195
635
$3K ﹤0.01%
112
636
$3K ﹤0.01%
13
637
$3K ﹤0.01%
43
+17
638
$3K ﹤0.01%
108
639
$3K ﹤0.01%
59
640
$3K ﹤0.01%
23
641
$3K ﹤0.01%
194
642
$3K ﹤0.01%
62
643
$3K ﹤0.01%
64
644
$3K ﹤0.01%
26
+11
645
$3K ﹤0.01%
27
646
$3K ﹤0.01%
28
647
$3K ﹤0.01%
48
648
$3K ﹤0.01%
68
649
$3K ﹤0.01%
27
650
$3K ﹤0.01%
107
24 25
26
27 28