TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.02M
3
+$1.11M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$957K
5
COIN icon
Coinbase
COIN
+$914K

Top Sells

1
+$1.98M
2
+$790K
3
+$400K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$200K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$114K

Sector Composition

1 Technology 7.12%
2 Healthcare 3.8%
3 Financials 3.06%
4 Communication Services 2.06%
5 Real Estate 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
1,105
402
$17K ﹤0.01%
204
403
$17K ﹤0.01%
53
404
$17K ﹤0.01%
+188
405
$17K ﹤0.01%
503
406
$16K ﹤0.01%
900
407
$16K ﹤0.01%
75
408
$16K ﹤0.01%
+100
409
$16K ﹤0.01%
905
410
$16K ﹤0.01%
612
411
$16K ﹤0.01%
112
412
$16K ﹤0.01%
+104
413
$16K ﹤0.01%
95
+10
414
$16K ﹤0.01%
260
415
$16K ﹤0.01%
+1,000
416
$16K ﹤0.01%
219
417
$15K ﹤0.01%
66
418
$15K ﹤0.01%
161
419
$15K ﹤0.01%
+50
420
$15K ﹤0.01%
73
421
$15K ﹤0.01%
24
422
$15K ﹤0.01%
78
423
$15K ﹤0.01%
3
424
$15K ﹤0.01%
+503
425
$15K ﹤0.01%
+295
15 16
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