We are live on ! Find out more
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
$560M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1 +$3.84M
2 +$1.92M
3 +$1.08M
4
COIN icon
Coinbase
COIN
+$937K
5
MYOV
Myovant Sciences Ltd.
MYOV
+$884K

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
576
$6K ﹤0.01%
79
577
$6K ﹤0.01%
75
578
$6K ﹤0.01%
122
579
$6K ﹤0.01%
103
580
$6K ﹤0.01%
227
581
$6K ﹤0.01%
+18
582
$6K ﹤0.01%
73
583
$6K ﹤0.01%
47
584
$6K ﹤0.01%
59
585
$6K ﹤0.01%
40
586
$6K ﹤0.01%
44
587
$6K ﹤0.01%
190
588
$6K ﹤0.01%
30
589
$6K ﹤0.01%
120
590
$6K ﹤0.01%
58
591
$6K ﹤0.01%
85
592
$6K ﹤0.01%
110
593
$6K ﹤0.01%
78
594
$6K ﹤0.01%
92
595
$6K ﹤0.01%
168
596
$6K ﹤0.01%
69
597
$6K ﹤0.01%
194
598
$6K ﹤0.01%
138
599
$6K ﹤0.01%
260
600
$6K ﹤0.01%
52