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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
1101
$1K ﹤0.01%
34
1102
$1K ﹤0.01%
54
1103
$1K ﹤0.01%
24
1104
$1K ﹤0.01%
24
1105
$1K ﹤0.01%
95
+43
1106
$1K ﹤0.01%
60
+28
1107
$1K ﹤0.01%
4
1108
$1K ﹤0.01%
8
1109
$1K ﹤0.01%
16
1110
$1K ﹤0.01%
44
1111
$1K ﹤0.01%
16
1112
$1K ﹤0.01%
45
1113
$1K ﹤0.01%
48
1114
$1K ﹤0.01%
43
1115
$1K ﹤0.01%
53
1116
$1K ﹤0.01%
36
+23
1117
$1K ﹤0.01%
39
1118
$1K ﹤0.01%
6
1119
$1K ﹤0.01%
43
1120
$1K ﹤0.01%
36
-13
1121
$1K ﹤0.01%
19
1122
$1K ﹤0.01%
5
1123
$1K ﹤0.01%
19
1124
$1K ﹤0.01%
+129
1125
$1K ﹤0.01%
78
43 44
45
46 47