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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
926
$1K ﹤0.01%
20
927
$1K ﹤0.01%
28
928
$1K ﹤0.01%
25
929
$1K ﹤0.01%
128
930
$1K ﹤0.01%
99
931
$1K ﹤0.01%
90
932
$1K ﹤0.01%
113
+105
933
$1K ﹤0.01%
10
934
$1K ﹤0.01%
74
935
$1K ﹤0.01%
+25
936
$1K ﹤0.01%
88
937
$1K ﹤0.01%
35
938
$1K ﹤0.01%
16
939
$1K ﹤0.01%
+37
940
$1K ﹤0.01%
38
941
$1K ﹤0.01%
2
942
$1K ﹤0.01%
2
943
$1K ﹤0.01%
33
944
$1K ﹤0.01%
33
+11
945
$1K ﹤0.01%
21
946
$1K ﹤0.01%
33
947
$1K ﹤0.01%
1
948
$1K ﹤0.01%
30
+3
949
$1K ﹤0.01%
6
950
$1K ﹤0.01%
83
36 37
38
39 40