TF
Tompkins Financial Portfolio holdings
AUM
$1.09B
1-Year Return
15.68%
This Quarter Return
-10.93%
1 Year Return
+15.68%
3 Year Return
+60.79%
5 Year Return
–
10 Year Return
–
AUM
$622M
AUM Growth
-$87.2M
(-12%)
Cap. Flow
-$1.02M
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
38.51%
Holding
627
New
18
Increased
62
Reduced
115
Closed
42
Top Buys
Top Sells
| 1 |
Tompkins Financial
TMP
|
$3.53M |
| 2 |
Apple
AAPL
|
$2.06M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$784K |
| 4 |
iShares Select Dividend ETF
DVY
|
$588K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$542K |
Sector Composition
| 1 | Financials | 21.77% |
| 2 | Technology | 15.63% |
| 3 | Healthcare | 11.48% |
| 4 | Consumer Staples | 7.55% |
| 5 | Industrials | 6.21% |
