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
351
$26K 0.01%
300
+100
352
$26K 0.01%
477
-41
353
$26K 0.01%
+5,000
354
$25K 0.01%
350
355
$25K 0.01%
480
-1,174
356
$25K 0.01%
1,419
-400
357
$24K 0.01%
600
358
$24K 0.01%
+400
359
$24K 0.01%
+2,181
360
$24K 0.01%
310
+15
361
$24K 0.01%
+989
362
$24K 0.01%
390
-135
363
$24K 0.01%
642
364
$24K 0.01%
414
365
$23K 0.01%
835
366
$23K 0.01%
350
-580
367
$23K 0.01%
555
368
$23K 0.01%
432
369
$23K 0.01%
580
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370
$22K 0.01%
135
371
$22K 0.01%
460
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372
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860
373
$22K 0.01%
2,040
-580
374
$22K 0.01%
420
375
$22K 0.01%
460
-62
13 14
15
16 17