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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
801
$3K ﹤0.01%
17
+12
802
$3K ﹤0.01%
139
803
$3K ﹤0.01%
197
804
$3K ﹤0.01%
83
-43
805
$3K ﹤0.01%
25
806
$3K ﹤0.01%
86
807
$3K ﹤0.01%
42
808
$3K ﹤0.01%
90
809
$3K ﹤0.01%
215
+165
810
$3K ﹤0.01%
40
811
$3K ﹤0.01%
70
812
$3K ﹤0.01%
21
813
$3K ﹤0.01%
90
814
$3K ﹤0.01%
51
815
$3K ﹤0.01%
106
816
$3K ﹤0.01%
100
817
$3K ﹤0.01%
15
818
$3K ﹤0.01%
31
819
$3K ﹤0.01%
60
820
$3K ﹤0.01%
16
821
$3K ﹤0.01%
48
822
$3K ﹤0.01%
86
823
$3K ﹤0.01%
45
824
$3K ﹤0.01%
47
825
$3K ﹤0.01%
40
31 32
33
34 35