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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
926
$2K ﹤0.01%
19
927
$2K ﹤0.01%
10
928
$2K ﹤0.01%
46
929
$2K ﹤0.01%
43
930
$2K ﹤0.01%
64
931
$2K ﹤0.01%
54
932
$2K ﹤0.01%
128
933
$2K ﹤0.01%
141
934
$2K ﹤0.01%
34
935
$2K ﹤0.01%
50
936
$2K ﹤0.01%
48
937
$2K ﹤0.01%
80
938
$2K ﹤0.01%
132
939
$2K ﹤0.01%
52
940
$2K ﹤0.01%
74
941
$2K ﹤0.01%
55
942
$2K ﹤0.01%
11
943
$2K ﹤0.01%
43
-94
944
$2K ﹤0.01%
32
945
$2K ﹤0.01%
41
-68
946
$2K ﹤0.01%
19
947
$2K ﹤0.01%
56
948
$2K ﹤0.01%
24
949
$2K ﹤0.01%
7
950
$2K ﹤0.01%
47
36 37
38
39 40