TFO

Tarbox Family Office Portfolio holdings

AUM $681M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
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
+$4.06M
2
+$2.02M
3
+$1.11M
4
MYOV
Myovant Sciences Ltd.
MYOV
+$957K
5
COIN icon
Coinbase
COIN
+$914K

Top Sells

1
+$1.98M
2
+$790K
3
+$400K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$200K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$114K

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%
27
1077
$1K ﹤0.01%
58
1078
$1K ﹤0.01%
6
-36
1079
$1K ﹤0.01%
22
1080
$1K ﹤0.01%
26
-28
1081
$1K ﹤0.01%
1
1082
$1K ﹤0.01%
24
1083
$1K ﹤0.01%
306
1084
$1K ﹤0.01%
+58
1085
$1K ﹤0.01%
60
1086
$1K ﹤0.01%
17
1087
$1K ﹤0.01%
131
1088
$1K ﹤0.01%
34
1089
$1K ﹤0.01%
54
1090
$1K ﹤0.01%
24
1091
$1K ﹤0.01%
16
1092
$1K ﹤0.01%
14
1093
$1K ﹤0.01%
5
-3
1094
$1K ﹤0.01%
29
1095
$1K ﹤0.01%
25
1096
$1K ﹤0.01%
7
-12
1097
$1K ﹤0.01%
40
1098
$1K ﹤0.01%
+52
1099
$1K ﹤0.01%
34
1100
$1K ﹤0.01%
19
42 43
44
45 46