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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
776
$3K ﹤0.01%
62
777
$3K ﹤0.01%
90
778
$3K ﹤0.01%
215
779
$3K ﹤0.01%
40
780
$3K ﹤0.01%
90
781
$3K ﹤0.01%
74
782
$3K ﹤0.01%
11
783
$3K ﹤0.01%
106
784
$3K ﹤0.01%
100
785
$3K ﹤0.01%
15
786
$3K ﹤0.01%
22
787
$3K ﹤0.01%
56
788
$3K ﹤0.01%
60
789
$3K ﹤0.01%
86
790
$3K ﹤0.01%
36
791
$3K ﹤0.01%
+30
792
$3K ﹤0.01%
45
793
$3K ﹤0.01%
15
794
$3K ﹤0.01%
17
795
$3K ﹤0.01%
74
796
$3K ﹤0.01%
158
797
$3K ﹤0.01%
40
798
$3K ﹤0.01%
71
799
$3K ﹤0.01%
13
800
$3K ﹤0.01%
36
30 31
32
33 34