TFO

Tarbox Family Office Portfolio holdings

AUM $622M
1-Year Est. Return 16.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.96%
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 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
1026
$1K ﹤0.01%
300
+52
1027
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24
1028
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1029
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1030
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1031
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1032
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36
+23
1033
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1034
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1035
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1036
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1037
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+118
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1039
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1040
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1041
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1042
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1043
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1044
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1045
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1046
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1047
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1048
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4
1049
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1050
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138