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
326
$18K ﹤0.01%
377
327
$18K ﹤0.01%
308
328
$18K ﹤0.01%
50
329
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566
-125
330
$17K ﹤0.01%
500
331
$17K ﹤0.01%
100
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$17K ﹤0.01%
100
333
$17K ﹤0.01%
105
+43
334
$16K ﹤0.01%
324
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$16K ﹤0.01%
100
336
$16K ﹤0.01%
300
-33
337
$15K ﹤0.01%
220
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$15K ﹤0.01%
100
339
$15K ﹤0.01%
400
340
$15K ﹤0.01%
130
341
$15K ﹤0.01%
271
342
$15K ﹤0.01%
126
-90
343
$14K ﹤0.01%
121
344
$14K ﹤0.01%
367
345
$14K ﹤0.01%
100
346
$13K ﹤0.01%
47
347
$13K ﹤0.01%
82
348
$12K ﹤0.01%
88
349
$12K ﹤0.01%
50
350
$12K ﹤0.01%
252
12 13
14
15 16