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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
826
$3K ﹤0.01%
87
827
$3K ﹤0.01%
74
828
$3K ﹤0.01%
36
829
$3K ﹤0.01%
148
830
$3K ﹤0.01%
71
831
$3K ﹤0.01%
250
832
$3K ﹤0.01%
13
833
$3K ﹤0.01%
54
834
$3K ﹤0.01%
59
835
$3K ﹤0.01%
23
836
$3K ﹤0.01%
28
837
$3K ﹤0.01%
47
838
$3K ﹤0.01%
28
839
$3K ﹤0.01%
31
840
$3K ﹤0.01%
142
841
$3K ﹤0.01%
18
-3
842
$3K ﹤0.01%
35
843
$3K ﹤0.01%
35
844
$3K ﹤0.01%
86
845
$3K ﹤0.01%
51
846
$3K ﹤0.01%
141
847
$3K ﹤0.01%
65
848
$3K ﹤0.01%
26
849
$3K ﹤0.01%
78
850
$3K ﹤0.01%
56
32 33
34
35 36