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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
1076
$1K ﹤0.01%
54
1077
$1K ﹤0.01%
436
1078
$1K ﹤0.01%
31
+7
1079
$1K ﹤0.01%
306
1080
$1K ﹤0.01%
62
1081
$1K ﹤0.01%
141
1082
$1K ﹤0.01%
60
1083
$1K ﹤0.01%
17
1084
$1K ﹤0.01%
50
1085
$1K ﹤0.01%
131
1086
$1K ﹤0.01%
35
+19
1087
$1K ﹤0.01%
48
-105
1088
$1K ﹤0.01%
80
1089
$1K ﹤0.01%
132
1090
$1K ﹤0.01%
77
-146
1091
$1K ﹤0.01%
13
1092
$1K ﹤0.01%
37
-193
1093
$1K ﹤0.01%
52
1094
$1K ﹤0.01%
61
1095
$1K ﹤0.01%
49
1096
$1K ﹤0.01%
106
1097
$1K ﹤0.01%
32
-3
1098
$1K ﹤0.01%
19
1099
$1K ﹤0.01%
11
1100
$1K ﹤0.01%
56
42 43
44
45 46