TF

Tompkins Financial Portfolio holdings

AUM $1.29B
1-Year Est. Return 17.96%
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.7M
3
+$1.95M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.67M
5
TFC icon
Truist Financial
TFC
+$1.62M

Top Sells

1
+$13M
2
+$12.9M
3
+$10.9M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$10.2M
5
TE
TECO ENERGY INC
TE
+$1.84M

Sector Composition

1 Financials 14.4%
2 Healthcare 10.13%
3 Technology 8.21%
4 Industrials 5.73%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41K 0.01%
2,098
+600
302
$41K 0.01%
+505
303
$41K 0.01%
5,523
-184
304
$41K 0.01%
469
305
$41K 0.01%
745
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306
$40K 0.01%
1,438
307
$40K 0.01%
400
308
$40K 0.01%
+532
309
$39K 0.01%
585
-160
310
$39K 0.01%
1,040
-1,200
311
$38K 0.01%
+315
312
$38K 0.01%
282
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313
$38K 0.01%
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314
$37K 0.01%
406
315
$37K 0.01%
1,215
316
$37K 0.01%
610
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317
$36K 0.01%
450
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318
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320
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319
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335
321
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+160
322
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307
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323
$34K 0.01%
374
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324
$34K 0.01%
190
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325
$34K 0.01%
325
11 12
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