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
$382M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Sells

1 +$2.5M
2 +$1.42M
3 +$1.08M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$949K
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
600
327
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575
+250
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$7K ﹤0.01%
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$7K ﹤0.01%
120
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$6K ﹤0.01%
27
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88
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$5K ﹤0.01%
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334
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50
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$4K ﹤0.01%
300
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$4K ﹤0.01%
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$4K ﹤0.01%
37
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$4K ﹤0.01%
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$4K ﹤0.01%
25