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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
876
$2K ﹤0.01%
128
877
$2K ﹤0.01%
141
878
$2K ﹤0.01%
17
879
$2K ﹤0.01%
34
880
$2K ﹤0.01%
50
881
$2K ﹤0.01%
+101
882
$2K ﹤0.01%
131
883
$2K ﹤0.01%
48
884
$2K ﹤0.01%
80
885
$2K ﹤0.01%
132
886
$2K ﹤0.01%
52
887
$2K ﹤0.01%
55
888
$2K ﹤0.01%
31
889
$2K ﹤0.01%
41
890
$2K ﹤0.01%
19
891
$2K ﹤0.01%
24
892
$2K ﹤0.01%
7
893
$2K ﹤0.01%
47
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16
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$2K ﹤0.01%
44
896
$2K ﹤0.01%
16
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$2K ﹤0.01%
16
898
$2K ﹤0.01%
141
899
$2K ﹤0.01%
33
900
$2K ﹤0.01%
19
34 35
36
37 38