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
376
$22K 0.01%
195
-90
377
$22K 0.01%
1,150
378
$22K 0.01%
280
379
$21K 0.01%
215
-46
380
$20K 0.01%
224
381
$20K 0.01%
1,559
382
$20K 0.01%
250
383
$19K 0.01%
317
384
$19K 0.01%
668
+118
385
$19K 0.01%
175
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386
$18K ﹤0.01%
218
387
$18K ﹤0.01%
310
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388
$18K ﹤0.01%
1,289
-77,062
389
$18K ﹤0.01%
+335
390
$18K ﹤0.01%
448
+250
391
$16K ﹤0.01%
250
392
$16K ﹤0.01%
873
393
$16K ﹤0.01%
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394
$16K ﹤0.01%
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395
$16K ﹤0.01%
200
396
$15K ﹤0.01%
200
-40
397
$15K ﹤0.01%
448
-6
398
$15K ﹤0.01%
439
399
$15K ﹤0.01%
241
400
$15K ﹤0.01%
395
14 15
16
17 18