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
426
$9K ﹤0.01%
302
427
$9K ﹤0.01%
231
+97
428
$9K ﹤0.01%
134
429
$9K ﹤0.01%
242
430
$9K ﹤0.01%
100
431
$9K ﹤0.01%
261
432
$9K ﹤0.01%
600
433
$9K ﹤0.01%
300
434
$9K ﹤0.01%
+500
435
$9K ﹤0.01%
186
436
$8K ﹤0.01%
+73
437
$8K ﹤0.01%
297
438
$8K ﹤0.01%
74
-56
439
$8K ﹤0.01%
179
440
$8K ﹤0.01%
139
441
$8K ﹤0.01%
382
442
$8K ﹤0.01%
245
443
$8K ﹤0.01%
150
444
$7K ﹤0.01%
150
445
$7K ﹤0.01%
51
446
$7K ﹤0.01%
206
447
$7K ﹤0.01%
87
+42
448
$6K ﹤0.01%
99
-1
449
$6K ﹤0.01%
1,403
+234
450
$6K ﹤0.01%
100
-23
16 17
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19 20