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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
901
$2K ﹤0.01%
13
902
$2K ﹤0.01%
1
903
$2K ﹤0.01%
55
904
$2K ﹤0.01%
127
905
$2K ﹤0.01%
182
906
$2K ﹤0.01%
21
907
$2K ﹤0.01%
21
908
$2K ﹤0.01%
32
909
$2K ﹤0.01%
72
910
$2K ﹤0.01%
+278
911
$2K ﹤0.01%
105
912
$2K ﹤0.01%
88
-25
913
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20
914
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46
915
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126
916
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71
917
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918
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24
919
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920
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51
921
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8
-4
922
$2K ﹤0.01%
80
923
$2K ﹤0.01%
59
924
$2K ﹤0.01%
185
925
$2K ﹤0.01%
32
35 36
37
38 39