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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
901
$1K ﹤0.01%
43
902
$1K ﹤0.01%
4
903
$1K ﹤0.01%
11
904
$1K ﹤0.01%
138
905
$1K ﹤0.01%
17
906
$1K ﹤0.01%
16
907
$1K ﹤0.01%
44
908
$1K ﹤0.01%
+59
909
$1K ﹤0.01%
15
910
$1K ﹤0.01%
103
911
$1K ﹤0.01%
+26
912
$1K ﹤0.01%
109
913
$1K ﹤0.01%
42
914
$1K ﹤0.01%
19
915
$1K ﹤0.01%
9
916
$1K ﹤0.01%
87
917
$1K ﹤0.01%
25
918
$1K ﹤0.01%
16
919
$1K ﹤0.01%
75
920
$1K ﹤0.01%
4
921
$1K ﹤0.01%
7
922
$1K ﹤0.01%
47
923
$1K ﹤0.01%
86
924
$1K ﹤0.01%
29
925
$1K ﹤0.01%
35
35 36
37
38 39