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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
851
$2K ﹤0.01%
320
852
$2K ﹤0.01%
20
853
$2K ﹤0.01%
13
854
$2K ﹤0.01%
74
855
$2K ﹤0.01%
65
+10
856
$2K ﹤0.01%
21
857
$2K ﹤0.01%
72
858
$2K ﹤0.01%
88
859
$2K ﹤0.01%
46
860
$2K ﹤0.01%
5
861
$2K ﹤0.01%
153
862
$2K ﹤0.01%
71
863
$2K ﹤0.01%
24
864
$2K ﹤0.01%
68
-10
865
$2K ﹤0.01%
8
866
$2K ﹤0.01%
80
867
$2K ﹤0.01%
59
868
$2K ﹤0.01%
65
869
$2K ﹤0.01%
32
870
$2K ﹤0.01%
51
871
$2K ﹤0.01%
19
872
$2K ﹤0.01%
46
873
$2K ﹤0.01%
58
874
$2K ﹤0.01%
43
875
$2K ﹤0.01%
64
33 34
35
36 37