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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
951
$2K ﹤0.01%
36
952
$2K ﹤0.01%
33
953
$2K ﹤0.01%
19
954
$2K ﹤0.01%
100
955
$2K ﹤0.01%
21
956
$2K ﹤0.01%
40
957
$2K ﹤0.01%
13
958
$2K ﹤0.01%
307
959
$2K ﹤0.01%
127
960
$2K ﹤0.01%
45
961
$2K ﹤0.01%
198
-74
962
$2K ﹤0.01%
36
963
$2K ﹤0.01%
144
964
$2K ﹤0.01%
9
965
$2K ﹤0.01%
52
966
$2K ﹤0.01%
+63
967
$2K ﹤0.01%
91
968
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18
969
$2K ﹤0.01%
104
970
$2K ﹤0.01%
28
971
$2K ﹤0.01%
82
972
$2K ﹤0.01%
44
973
$2K ﹤0.01%
103
974
$2K ﹤0.01%
7
975
$2K ﹤0.01%
22
37 38
39
40 41