We are live on ! Find out more
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
1101
$1K ﹤0.01%
55
1102
$1K ﹤0.01%
6
1103
$1K ﹤0.01%
46
1104
$1K ﹤0.01%
43
1105
$1K ﹤0.01%
86
1106
$1K ﹤0.01%
+300
1107
$1K ﹤0.01%
75
1108
$1K ﹤0.01%
+100
1109
$1K ﹤0.01%
10
1110
$1K ﹤0.01%
32
-21
1111
$1K ﹤0.01%
74
1112
$1K ﹤0.01%
22
1113
$1K ﹤0.01%
118
-278
1114
$1K ﹤0.01%
21
1115
$1K ﹤0.01%
+200
1116
$1K ﹤0.01%
4
1117
$1K ﹤0.01%
10
1118
$1K ﹤0.01%
7
1119
$1K ﹤0.01%
5
1120
$1K ﹤0.01%
231
1121
$1K ﹤0.01%
89
1122
$1K ﹤0.01%
17
1123
$1K ﹤0.01%
74
1124
$1K ﹤0.01%
5
-3
1125
$1K ﹤0.01%
29
43 44
45
46 47