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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
876
$3K ﹤0.01%
118
877
$3K ﹤0.01%
43
878
$3K ﹤0.01%
68
879
$3K ﹤0.01%
26
880
$3K ﹤0.01%
204
881
$3K ﹤0.01%
170
882
$3K ﹤0.01%
16
883
$3K ﹤0.01%
44
884
$3K ﹤0.01%
302
885
$3K ﹤0.01%
13
886
$2K ﹤0.01%
+100
887
$2K ﹤0.01%
51
888
$2K ﹤0.01%
62
889
$2K ﹤0.01%
13
890
$2K ﹤0.01%
16
891
$2K ﹤0.01%
40
892
$2K ﹤0.01%
27
893
$2K ﹤0.01%
70
894
$2K ﹤0.01%
18
895
$2K ﹤0.01%
54
896
$2K ﹤0.01%
31
897
$2K ﹤0.01%
21
898
$2K ﹤0.01%
68
899
$2K ﹤0.01%
20
900
$2K ﹤0.01%
22
34 35
36
37 38