TF
Tompkins Financial Portfolio holdings
AUM
$1.09B
1-Year Return
15.68%
This Quarter Return
+3.3%
1 Year Return
+15.68%
3 Year Return
+60.79%
5 Year Return
–
10 Year Return
–
AUM
$614M
AUM Growth
-$18.4M
(-2.9%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-4.52%
Top 10 Holdings %
Top 10 Hldgs %
38.05%
Holding
651
New
34
Increased
45
Reduced
125
Closed
20
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$294K |
| 2 |
Amazon
AMZN
|
$264K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$221K |
| 4 |
Verizon
VZ
|
$219K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$208K |
Top Sells
Sector Composition
| 1 | Financials | 21.43% |
| 2 | Technology | 17.37% |
| 3 | Healthcare | 11.44% |
| 4 | Consumer Staples | 8.06% |
| 5 | Consumer Discretionary | 6.82% |
