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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
976
$1K ﹤0.01%
7
977
$1K ﹤0.01%
9
978
$1K ﹤0.01%
204
+57
979
$1K ﹤0.01%
+157
980
$1K ﹤0.01%
17
981
$1K ﹤0.01%
29
-12
982
$1K ﹤0.01%
287
983
$1K ﹤0.01%
25
984
$1K ﹤0.01%
60
985
$1K ﹤0.01%
+51
986
$1K ﹤0.01%
231
987
$1K ﹤0.01%
89
988
$1K ﹤0.01%
110
989
$1K ﹤0.01%
11
990
$1K ﹤0.01%
45
991
$1K ﹤0.01%
17
992
$1K ﹤0.01%
10
993
$1K ﹤0.01%
58
994
$1K ﹤0.01%
73
995
$1K ﹤0.01%
22
996
$1K ﹤0.01%
11
997
$1K ﹤0.01%
10
998
$1K ﹤0.01%
46
999
$1K ﹤0.01%
56
1000
$1K ﹤0.01%
48
38 39
40
41 42