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

Top Sells

1
+$1.98M
2
+$774K
3
+$402K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$200K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$115K

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
626
$5K ﹤0.01%
122
627
$5K ﹤0.01%
308
628
$5K ﹤0.01%
19
629
$5K ﹤0.01%
60
630
$5K ﹤0.01%
100
631
$5K ﹤0.01%
148
632
$5K ﹤0.01%
62
633
$5K ﹤0.01%
128
634
$5K ﹤0.01%
220
+33
635
$5K ﹤0.01%
49
636
$5K ﹤0.01%
300
637
$5K ﹤0.01%
63
-1
638
$5K ﹤0.01%
37
639
$5K ﹤0.01%
29
640
$5K ﹤0.01%
15
-1
641
$5K ﹤0.01%
27
642
$5K ﹤0.01%
228
643
$5K ﹤0.01%
36
644
$5K ﹤0.01%
195
645
$5K ﹤0.01%
108
646
$5K ﹤0.01%
113
647
$5K ﹤0.01%
52
648
$5K ﹤0.01%
27
649
$5K ﹤0.01%
27
650
$5K ﹤0.01%
60
+16
24 25
26
27 28