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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
676
$4K ﹤0.01%
44
677
$4K ﹤0.01%
90
678
$4K ﹤0.01%
27
679
$4K ﹤0.01%
47
680
$4K ﹤0.01%
135
681
$4K ﹤0.01%
68
682
$4K ﹤0.01%
142
683
$4K ﹤0.01%
35
684
$4K ﹤0.01%
107
685
$4K ﹤0.01%
+154
686
$4K ﹤0.01%
57
687
$4K ﹤0.01%
90
688
$4K ﹤0.01%
27
689
$4K ﹤0.01%
78
690
$4K ﹤0.01%
57
691
$4K ﹤0.01%
42
692
$4K ﹤0.01%
7
693
$4K ﹤0.01%
188
694
$4K ﹤0.01%
76
695
$4K ﹤0.01%
59
+8
696
$4K ﹤0.01%
90
697
$4K ﹤0.01%
156
-41
698
$4K ﹤0.01%
88
699
$4K ﹤0.01%
13
700
$4K ﹤0.01%
+79
26 27
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29 30