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
401
$15K ﹤0.01%
398
402
$15K ﹤0.01%
333
403
$15K ﹤0.01%
105
-38
404
$14K ﹤0.01%
550
405
$14K ﹤0.01%
549
406
$14K ﹤0.01%
160
407
$13K ﹤0.01%
200
408
$13K ﹤0.01%
348
-19
409
$13K ﹤0.01%
225
-1,156
410
$13K ﹤0.01%
76
411
$13K ﹤0.01%
870
-290
412
$12K ﹤0.01%
181
413
$12K ﹤0.01%
219
414
$12K ﹤0.01%
150
415
$12K ﹤0.01%
1,007
416
$12K ﹤0.01%
591
+252
417
$12K ﹤0.01%
595
-25
418
$12K ﹤0.01%
+325
419
$11K ﹤0.01%
300
420
$11K ﹤0.01%
156
421
$10K ﹤0.01%
200
422
$10K ﹤0.01%
90
423
$10K ﹤0.01%
200
424
$9K ﹤0.01%
162
425
$9K ﹤0.01%
200
15 16
17
18 19