TF

Tompkins Financial Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.49%
This Quarter Est. Return
1 Year Est. Return
+15.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.27M
3
+$1.18M
4
AAPL icon
Apple
AAPL
+$891K
5
XOM icon
Exxon Mobil
XOM
+$610K

Top Sells

1
+$1.9M
2
+$1.26M
3
+$952K
4
IBM icon
IBM
IBM
+$481K
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$465K

Sector Composition

1 Technology 15.71%
2 Financials 15.09%
3 Healthcare 8.67%
4 Consumer Discretionary 6.72%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64K 0.01%
407
-27
227
$63K 0.01%
408
228
$63K 0.01%
124
229
$62K 0.01%
560
230
$62K 0.01%
1,400
+200
231
$62K 0.01%
316
232
$61K 0.01%
229
233
$61K 0.01%
561
234
$61K 0.01%
1,355
+990
235
$61K 0.01%
345
236
$61K 0.01%
633
+37
237
$60K 0.01%
508
+17
238
$60K 0.01%
+1,000
239
$60K 0.01%
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240
$59K 0.01%
3,100
241
$59K 0.01%
1,720
242
$58K 0.01%
982
243
$57K 0.01%
1,280
244
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1,200
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245
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221
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246
$55K 0.01%
1,312
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247
$54K 0.01%
282
-7
248
$54K 0.01%
790
249
$53K 0.01%
650
-37
250
$53K 0.01%
909
8 9
10
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