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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
826
$2K ﹤0.01%
27
+8
827
$2K ﹤0.01%
139
828
$2K ﹤0.01%
197
829
$2K ﹤0.01%
46
830
$2K ﹤0.01%
302
831
$2K ﹤0.01%
25
832
$2K ﹤0.01%
42
833
$2K ﹤0.01%
31
834
$2K ﹤0.01%
105
835
$2K ﹤0.01%
90
836
$2K ﹤0.01%
128
837
$2K ﹤0.01%
106
838
$2K ﹤0.01%
47
839
$2K ﹤0.01%
108
840
$2K ﹤0.01%
70
841
$2K ﹤0.01%
21
842
$2K ﹤0.01%
187
843
$2K ﹤0.01%
76
844
$2K ﹤0.01%
74
845
$2K ﹤0.01%
11
846
$2K ﹤0.01%
417
847
$2K ﹤0.01%
30
848
$2K ﹤0.01%
31
849
$2K ﹤0.01%
34
+12
850
$2K ﹤0.01%
85
32 33
34
35 36