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
$556M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$3.81M
3
+$1.67M
4
AMZN icon
Amazon
AMZN
+$1.56M
5
UPS icon
United Parcel Service
UPS
+$1.11M

Top Sells

1
+$12.4M
2
+$7.47M
3
+$7.43M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.28M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$5.93M

Sector Composition

1 Technology 16.27%
2 Financials 14.64%
3 Healthcare 8.83%
4 Consumer Discretionary 6.66%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
50
-30,942
352
$12K ﹤0.01%
125
353
$12K ﹤0.01%
258
+25
354
$11K ﹤0.01%
+110
355
$11K ﹤0.01%
88
356
$11K ﹤0.01%
346
+100
357
$11K ﹤0.01%
244
+90
358
$11K ﹤0.01%
252
+84
359
$11K ﹤0.01%
154
-18
360
$10K ﹤0.01%
+18
361
$10K ﹤0.01%
71
362
$10K ﹤0.01%
+50
363
$10K ﹤0.01%
115
364
$10K ﹤0.01%
+176
365
$9K ﹤0.01%
200
366
$9K ﹤0.01%
+94
367
$9K ﹤0.01%
+78
368
$9K ﹤0.01%
99
369
$9K ﹤0.01%
+43
370
$9K ﹤0.01%
200
371
$9K ﹤0.01%
100
-100
372
$9K ﹤0.01%
151
+51
373
$9K ﹤0.01%
62
374
$8K ﹤0.01%
219
375
$8K ﹤0.01%
164
13 14
15
16 17