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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
951
$2K ﹤0.01%
43
952
$2K ﹤0.01%
83
953
$2K ﹤0.01%
19
954
$2K ﹤0.01%
118
955
$2K ﹤0.01%
13
956
$2K ﹤0.01%
106
957
$2K ﹤0.01%
5
958
$2K ﹤0.01%
45
959
$2K ﹤0.01%
74
960
$2K ﹤0.01%
1
961
$2K ﹤0.01%
70
962
$2K ﹤0.01%
45
963
$2K ﹤0.01%
62
964
$2K ﹤0.01%
103
965
$2K ﹤0.01%
11
966
$1K ﹤0.01%
30
967
$1K ﹤0.01%
66
968
$1K ﹤0.01%
29
969
$1K ﹤0.01%
25
970
$1K ﹤0.01%
7
971
$1K ﹤0.01%
40
972
$1K ﹤0.01%
10
973
$1K ﹤0.01%
12
974
$1K ﹤0.01%
52
975
$1K ﹤0.01%
33
37 38
39
40 41