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
$556M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$3.81M
3
+$1.67M
4
AMZN icon
Amazon
AMZN
+$1.56M
5
UPS icon
United Parcel Service
UPS
+$1.11M

Top Sells

1
+$12.4M
2
+$7.47M
3
+$7.43M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.28M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$5.93M

Sector Composition

1 Technology 16.27%
2 Financials 14.64%
3 Healthcare 8.83%
4 Consumer Discretionary 6.66%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
165
402
$4K ﹤0.01%
+60
403
$4K ﹤0.01%
31
404
$4K ﹤0.01%
87
+25
405
$4K ﹤0.01%
26
406
$4K ﹤0.01%
+62
407
$4K ﹤0.01%
+84
408
$4K ﹤0.01%
+23
409
$4K ﹤0.01%
+52
410
$4K ﹤0.01%
200
-100
411
$3K ﹤0.01%
123
-500
412
$3K ﹤0.01%
46
413
$3K ﹤0.01%
+47
414
$3K ﹤0.01%
+89
415
$3K ﹤0.01%
57
+20
416
$3K ﹤0.01%
+5
417
$3K ﹤0.01%
60
-2,935
418
$3K ﹤0.01%
28
419
$3K ﹤0.01%
200
420
$2K ﹤0.01%
+71
421
$2K ﹤0.01%
+22
422
$2K ﹤0.01%
+10
423
$2K ﹤0.01%
+14
424
$2K ﹤0.01%
+53
425
$2K ﹤0.01%
+44
15 16
17
18 19