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
$316M
AUM Growth
+$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.11M
3
+$1.8M
4
EXC icon
Exelon
EXC
+$1.05M
5
WMT icon
Walmart
WMT
+$997K

Top Sells

1
+$1.85M
2
+$1.6M
3
+$1.39M
4
COP icon
ConocoPhillips
COP
+$1.3M
5
TGT icon
Target
TGT
+$1.02M

Sector Composition

1 Financials 18.23%
2 Healthcare 9.95%
3 Consumer Staples 8.59%
4 Technology 7.95%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
448
377
$11K ﹤0.01%
162
378
$11K ﹤0.01%
+999
379
$11K ﹤0.01%
219
380
$11K ﹤0.01%
150
-350
381
$11K ﹤0.01%
242
382
$11K ﹤0.01%
+999
383
$11K ﹤0.01%
+190
384
$11K ﹤0.01%
130
-180
385
$10K ﹤0.01%
189
+90
386
$10K ﹤0.01%
+750
387
$10K ﹤0.01%
535
-935
388
$10K ﹤0.01%
181
389
$10K ﹤0.01%
+237
390
$10K ﹤0.01%
360
+156
391
$10K ﹤0.01%
+290
392
$10K ﹤0.01%
132
393
$10K ﹤0.01%
175
+100
394
$10K ﹤0.01%
484
+102
395
$10K ﹤0.01%
500
396
$10K ﹤0.01%
123
+81
397
$10K ﹤0.01%
+750
398
$9K ﹤0.01%
129
+85
399
$9K ﹤0.01%
446
+172
400
$9K ﹤0.01%
200
14 15
16
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