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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
651
$3K ﹤0.01%
78
652
$3K ﹤0.01%
69
653
$3K ﹤0.01%
117
654
$3K ﹤0.01%
90
655
$3K ﹤0.01%
65
656
$3K ﹤0.01%
56
657
$3K ﹤0.01%
222
-46
658
$3K ﹤0.01%
34
659
$3K ﹤0.01%
105
660
$3K ﹤0.01%
105
661
$3K ﹤0.01%
17
662
$3K ﹤0.01%
254
663
$3K ﹤0.01%
88
664
$3K ﹤0.01%
293
665
$3K ﹤0.01%
67
+17
666
$3K ﹤0.01%
192
667
$3K ﹤0.01%
+60
668
$3K ﹤0.01%
101
-22
669
$3K ﹤0.01%
15
+3
670
$3K ﹤0.01%
56
671
$3K ﹤0.01%
53
672
$3K ﹤0.01%
25
673
$3K ﹤0.01%
56
674
$3K ﹤0.01%
63
+7
675
$3K ﹤0.01%
30
25 26
27
28 29