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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
1076
$1K ﹤0.01%
11
1077
$1K ﹤0.01%
+18
1078
$1K ﹤0.01%
17
1079
$1K ﹤0.01%
17
1080
$1K ﹤0.01%
15
1081
$1K ﹤0.01%
1
-1
1082
$1K ﹤0.01%
109
1083
$1K ﹤0.01%
42
1084
$1K ﹤0.01%
19
1085
$1K ﹤0.01%
63
1086
$1K ﹤0.01%
12
1087
$1K ﹤0.01%
19
1088
$1K ﹤0.01%
6
-11
1089
$1K ﹤0.01%
56
1090
$1K ﹤0.01%
66
-227
1091
$1K ﹤0.01%
11
1092
$1K ﹤0.01%
48
1093
$1K ﹤0.01%
88
1094
$1K ﹤0.01%
28
1095
$1K ﹤0.01%
38
1096
$1K ﹤0.01%
2
1097
$1K ﹤0.01%
33
1098
$1K ﹤0.01%
22
1099
$1K ﹤0.01%
21
1100
$1K ﹤0.01%
1
42 43
44
45 46