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
1176
– –
-22
1177
– –
-7
1178
– –
-11
1179
$0 ﹤0.01%
12
1180
– –
-19
1181
$0 ﹤0.01%
9
1182
– –
-59
1183
– –
-24
1184
– –
-49
1185
– –
-7
1186
– –
-43
1187
$0 ﹤0.01%
5
1188
– –
-99
1189
– –
-13
1190
– –
-33
1191
– –
-30
1192
– –
-14
1193
– –
-70
1194
– –
-58
1195
– –
-3
1196
– –
-317
1197
– –
-19
1198
– –
-5
1199
– –
-5
1200
– –
-18
46 47
48
49 50