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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
851
$3K ﹤0.01%
57
852
$3K ﹤0.01%
29
853
$3K ﹤0.01%
18
-7
854
$3K ﹤0.01%
47
855
$3K ﹤0.01%
134
856
$3K ﹤0.01%
7
857
$3K ﹤0.01%
53
858
$3K ﹤0.01%
62
859
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63
860
$3K ﹤0.01%
99
861
$3K ﹤0.01%
90
862
$3K ﹤0.01%
113
863
$3K ﹤0.01%
10
864
$3K ﹤0.01%
25
865
$3K ﹤0.01%
22
866
$3K ﹤0.01%
156
867
$3K ﹤0.01%
40
868
$3K ﹤0.01%
455
869
$3K ﹤0.01%
126
870
$3K ﹤0.01%
129
871
$3K ﹤0.01%
19
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872
$3K ﹤0.01%
52
873
$3K ﹤0.01%
128
874
$3K ﹤0.01%
11
875
$3K ﹤0.01%
106
33 34
35
36 37