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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
776
$3K ﹤0.01%
98
777
$3K ﹤0.01%
122
778
$3K ﹤0.01%
320
779
$3K ﹤0.01%
30
780
$3K ﹤0.01%
25
781
$3K ﹤0.01%
208
782
$3K ﹤0.01%
61
783
$3K ﹤0.01%
118
784
$3K ﹤0.01%
13
785
$3K ﹤0.01%
59
786
$3K ﹤0.01%
45
787
$3K ﹤0.01%
17
788
$3K ﹤0.01%
69
789
$3K ﹤0.01%
64
790
$3K ﹤0.01%
7
791
$3K ﹤0.01%
200
792
$3K ﹤0.01%
89
793
$3K ﹤0.01%
79
794
$3K ﹤0.01%
104
795
$3K ﹤0.01%
58
796
$3K ﹤0.01%
60
797
$3K ﹤0.01%
153
798
$3K ﹤0.01%
93
799
$3K ﹤0.01%
56
800
$3K ﹤0.01%
78
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