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

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
676
$5K ﹤0.01%
25
677
$5K ﹤0.01%
355
678
$4K ﹤0.01%
34
679
$4K ﹤0.01%
302
680
$4K ﹤0.01%
102
681
$4K ﹤0.01%
48
682
$4K ﹤0.01%
23
683
$4K ﹤0.01%
417
684
$4K ﹤0.01%
23
685
$4K ﹤0.01%
194
686
$4K ﹤0.01%
44
-18
687
$4K ﹤0.01%
188
688
$4K ﹤0.01%
33
-8
689
$4K ﹤0.01%
85
690
$4K ﹤0.01%
181
691
$4K ﹤0.01%
25
692
$4K ﹤0.01%
65
693
$4K ﹤0.01%
257
694
$4K ﹤0.01%
347
695
$4K ﹤0.01%
103
696
$4K ﹤0.01%
47
697
$4K ﹤0.01%
439
698
$4K ﹤0.01%
172
699
$4K ﹤0.01%
86
700
$4K ﹤0.01%
48