We are live on ! Find out more
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
701
$3K ﹤0.01%
126
+4
702
$3K ﹤0.01%
21
-171
703
$3K ﹤0.01%
24
704
$2K ﹤0.01%
62
705
$2K ﹤0.01%
+30
706
$2K ﹤0.01%
42
707
$2K ﹤0.01%
+7
708
$2K ﹤0.01%
188
709
$2K ﹤0.01%
62
-164
710
$2K ﹤0.01%
76
711
$2K ﹤0.01%
63
712
$2K ﹤0.01%
13
713
$2K ﹤0.01%
139
714
$2K ﹤0.01%
43
+12
715
$2K ﹤0.01%
6
716
$2K ﹤0.01%
+170
717
$2K ﹤0.01%
22
718
$2K ﹤0.01%
63
+21
719
$2K ﹤0.01%
156
720
$2K ﹤0.01%
92
721
$2K ﹤0.01%
223
+79
722
$2K ﹤0.01%
713
+239
723
$2K ﹤0.01%
126
+24
724
$2K ﹤0.01%
3
725
$2K ﹤0.01%
43
27 28
29
30 31