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
$488M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$974K
3 +$592K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$327K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K

Top Sells

1 +$2.14M
2 +$712K
3 +$563K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$197K
5
UNH icon
UnitedHealth
UNH
+$192K

Sector Composition

1 Financials 15.29%
2 Technology 10.87%
3 Healthcare 7.74%
4 Industrials 5.21%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$6K ﹤0.01%
90
377
$6K ﹤0.01%
+1,000
378
$6K ﹤0.01%
113
379
$6K ﹤0.01%
700
380
$6K ﹤0.01%
236
-102
381
$6K ﹤0.01%
341
+41
382
$6K ﹤0.01%
326
383
$5K ﹤0.01%
167
384
$5K ﹤0.01%
+200
385
$5K ﹤0.01%
334
386
$4K ﹤0.01%
49
387
$4K ﹤0.01%
92
388
$4K ﹤0.01%
156
389
$4K ﹤0.01%
344
-974
390
$4K ﹤0.01%
+87
391
$4K ﹤0.01%
300
392
$4K ﹤0.01%
150
393
$4K ﹤0.01%
48
394
$4K ﹤0.01%
44
395
$4K ﹤0.01%
96
396
$3K ﹤0.01%
100
397
$3K ﹤0.01%
263
398
$3K ﹤0.01%
28
399
$3K ﹤0.01%
50
400
$2K ﹤0.01%
+100