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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
751
$4K ﹤0.01%
56
752
$4K ﹤0.01%
30
753
$4K ﹤0.01%
28
754
$4K ﹤0.01%
33
-8
755
$4K ﹤0.01%
85
756
$4K ﹤0.01%
181
757
$4K ﹤0.01%
126
758
$4K ﹤0.01%
151
759
$4K ﹤0.01%
118
760
$4K ﹤0.01%
137
761
$4K ﹤0.01%
44
762
$4K ﹤0.01%
57
763
$4K ﹤0.01%
196
764
$4K ﹤0.01%
62
765
$4K ﹤0.01%
69
766
$3K ﹤0.01%
480
-42
767
$3K ﹤0.01%
45
768
$3K ﹤0.01%
33
769
$3K ﹤0.01%
+37
770
$3K ﹤0.01%
20
-11
771
$3K ﹤0.01%
110
772
$3K ﹤0.01%
51
773
$3K ﹤0.01%
+332
774
$3K ﹤0.01%
22
775
$3K ﹤0.01%
49
29 30
31
32 33