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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
776
$2K ﹤0.01%
439
777
$2K ﹤0.01%
22
778
$2K ﹤0.01%
70
779
$2K ﹤0.01%
55
780
$2K ﹤0.01%
86
781
$2K ﹤0.01%
72
782
$2K ﹤0.01%
49
783
$2K ﹤0.01%
+185
784
$2K ﹤0.01%
98
-92
785
$2K ﹤0.01%
131
786
$2K ﹤0.01%
30
787
$2K ﹤0.01%
52
788
$2K ﹤0.01%
13
789
$2K ﹤0.01%
57
790
$2K ﹤0.01%
208
791
$2K ﹤0.01%
77
792
$2K ﹤0.01%
1
793
$2K ﹤0.01%
60
794
$2K ﹤0.01%
13
795
$2K ﹤0.01%
59
796
$2K ﹤0.01%
45
797
$2K ﹤0.01%
17
798
$2K ﹤0.01%
69
799
$2K ﹤0.01%
80
-24
800
$2K ﹤0.01%
64
30 31
32
33 34