TF
Tompkins Financial Portfolio holdings
AUM
$1.09B
This Quarter Return
+4.93%
1 Year Return
+15.68%
3 Year Return
+60.79%
5 Year Return
–
10 Year Return
–
AUM
$382M
AUM Growth
+$32.7M
(+9.4%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
4.63%
Top 10 Holdings %
Top 10 Hldgs %
44.37%
Holding
408
New
21
Increased
86
Reduced
85
Closed
29
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.5M |
| 2 |
Tompkins Financial
TMP
|
$1.42M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.08M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$949K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$801K |
Sector Composition
| 1 | Financials | 19% |
| 2 | Healthcare | 7.48% |
| 3 | Technology | 7.08% |
| 4 | Consumer Staples | 5.08% |
| 5 | Industrials | 4.82% |
