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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
951
$1K ﹤0.01%
6
952
$1K ﹤0.01%
52
953
$1K ﹤0.01%
46
954
$1K ﹤0.01%
151
955
$1K ﹤0.01%
+86
956
$1K ﹤0.01%
24
957
$1K ﹤0.01%
75
958
$1K ﹤0.01%
10
959
$1K ﹤0.01%
18
960
$1K ﹤0.01%
53
961
$1K ﹤0.01%
+52
962
$1K ﹤0.01%
74
963
$1K ﹤0.01%
69
+42
964
$1K ﹤0.01%
106
965
$1K ﹤0.01%
118
-371
966
$1K ﹤0.01%
21
-7
967
$1K ﹤0.01%
118
968
$1K ﹤0.01%
62
969
$1K ﹤0.01%
106
970
$1K ﹤0.01%
75
971
$1K ﹤0.01%
4
972
$1K ﹤0.01%
35
973
$1K ﹤0.01%
55
974
$1K ﹤0.01%
10
975
$1K ﹤0.01%
43
37 38
39
40 41