TFO

Tarbox Family Office Portfolio holdings

AUM $622M
1-Year Est. Return 16.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.96%
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

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
1251
-18
1252
$0 ﹤0.01%
3
1253
$0 ﹤0.01%
21
-88
1254
$0 ﹤0.01%
+133
1255
-65