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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
801
$2K ﹤0.01%
35
+3
802
$2K ﹤0.01%
49
803
$2K ﹤0.01%
21
804
$2K ﹤0.01%
21
805
$2K ﹤0.01%
122
806
$2K ﹤0.01%
200
+69
807
$2K ﹤0.01%
113
+25
808
$2K ﹤0.01%
110
+72
809
$2K ﹤0.01%
60
810
$2K ﹤0.01%
43
811
$2K ﹤0.01%
122
812
$2K ﹤0.01%
12
813
$2K ﹤0.01%
55
+12
814
$2K ﹤0.01%
403
815
$2K ﹤0.01%
+39
816
$2K ﹤0.01%
51
817
$2K ﹤0.01%
12
818
$2K ﹤0.01%
66
819
$2K ﹤0.01%
93
820
$2K ﹤0.01%
190
821
$2K ﹤0.01%
30
822
$2K ﹤0.01%
120
+55
823
$2K ﹤0.01%
32
824
$2K ﹤0.01%
44
825
$2K ﹤0.01%
77
31 32
33
34 35