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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
826
$3K ﹤0.01%
137
827
$3K ﹤0.01%
44
828
$3K ﹤0.01%
106
829
$3K ﹤0.01%
118
830
$3K ﹤0.01%
75
831
$3K ﹤0.01%
69
832
$3K ﹤0.01%
71
833
$3K ﹤0.01%
19
834
$2K ﹤0.01%
53
835
$2K ﹤0.01%
99
836
$2K ﹤0.01%
40
+13
837
$2K ﹤0.01%
440
838
$2K ﹤0.01%
480
839
$2K ﹤0.01%
13
840
$2K ﹤0.01%
16
841
$2K ﹤0.01%
51
842
$2K ﹤0.01%
22
843
$2K ﹤0.01%
201
844
$2K ﹤0.01%
51
845
$2K ﹤0.01%
27
846
$2K ﹤0.01%
48
847
$2K ﹤0.01%
31
848
$2K ﹤0.01%
+34
849
$2K ﹤0.01%
68
850
$2K ﹤0.01%
+3
32 33
34
35 36