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
676
$5K ﹤0.01%
238
677
$5K ﹤0.01%
92
678
$4K ﹤0.01%
25
679
$4K ﹤0.01%
65
680
$4K ﹤0.01%
257
681
$4K ﹤0.01%
69
682
$4K ﹤0.01%
103
683
$4K ﹤0.01%
47
684
$4K ﹤0.01%
439
685
$4K ﹤0.01%
172
686
$4K ﹤0.01%
86
687
$4K ﹤0.01%
48
688
$4K ﹤0.01%
72
689
$4K ﹤0.01%
115
690
$4K ﹤0.01%
22
691
$4K ﹤0.01%
131
692
$4K ﹤0.01%
52
693
$4K ﹤0.01%
68
694
$4K ﹤0.01%
80
695
$4K ﹤0.01%
110
696
$4K ﹤0.01%
+135
697
$4K ﹤0.01%
91
698
$4K ﹤0.01%
+80
699
$4K ﹤0.01%
108
-4
700
$4K ﹤0.01%
42