TF
Tompkins Financial Portfolio holdings
AUM
$1.09B
1-Year Return
15.68%
This Quarter Return
-4.18%
1 Year Return
+15.68%
3 Year Return
+60.79%
5 Year Return
–
10 Year Return
–
AUM
$709M
AUM Growth
+$146M
(+26%)
Cap. Flow
+$177M
Cap. Flow
% of AUM
25%
Top 10 Holdings %
Top 10 Hldgs %
38.5%
Holding
616
New
268
Increased
189
Reduced
44
Closed
6
Top Buys
| 1 |
Tompkins Financial
TMP
|
$77.4M |
| 2 |
Microsoft
MSFT
|
$6.56M |
| 3 |
Procter & Gamble
PG
|
$5.56M |
| 4 |
AbbVie
ABBV
|
$4.35M |
| 5 |
Johnson & Johnson
JNJ
|
$3.99M |
Top Sells
| 1 |
Invesco S&P 500 Revenue ETF
RWL
|
$1.2M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$905K |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$665K |
| 4 |
Danaher
DHR
|
$510K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$451K |
Sector Composition
| 1 | Financials | 22.06% |
| 2 | Technology | 17.71% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Staples | 7.16% |
| 5 | Industrials | 6.17% |
