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
351
$12K ﹤0.01%
800
352
$12K ﹤0.01%
162
353
$11K ﹤0.01%
110
354
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186
-72
355
$10K ﹤0.01%
18
356
$10K ﹤0.01%
71
357
$10K ﹤0.01%
34
-113
358
$10K ﹤0.01%
50
359
$10K ﹤0.01%
100
360
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126
-28
361
$9K ﹤0.01%
40
362
$9K ﹤0.01%
99
363
$9K ﹤0.01%
43
364
$9K ﹤0.01%
246
-100
365
$9K ﹤0.01%
88
366
$9K ﹤0.01%
154
-90
367
$9K ﹤0.01%
200
368
$9K ﹤0.01%
113
369
$9K ﹤0.01%
176
370
$8K ﹤0.01%
78
371
$8K ﹤0.01%
43
372
$8K ﹤0.01%
195
373
$8K ﹤0.01%
44
374
$8K ﹤0.01%
95
-101
375
$8K ﹤0.01%
94
13 14
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