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
251
$53K 0.01%
401
252
$52K 0.01%
278
253
$51K 0.01%
800
-200
254
$50K 0.01%
300
255
$50K 0.01%
474
+446
256
$50K 0.01%
271
257
$49K 0.01%
2,500
258
$49K 0.01%
975
259
$46K 0.01%
189
-34
260
$45K 0.01%
413
261
$45K 0.01%
655
-100
262
$45K 0.01%
1,000
263
$44K 0.01%
162
+23
264
$44K 0.01%
987
265
$43K 0.01%
1,100
266
$42K 0.01%
390
267
$41K 0.01%
270
268
$41K 0.01%
1,700
269
$40K 0.01%
1,417
+97
270
$39K 0.01%
231
271
$39K 0.01%
252
272
$39K 0.01%
2,000
273
$38K 0.01%
1,710
274
$38K 0.01%
711
275
$37K 0.01%
1,500
9 10
11
12 13