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
$884M
AUM Growth
+$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1 +$4.02M
2 +$3.81M
3 +$2.58M
4
ADSK icon
Autodesk
ADSK
+$2.47M
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.69M

Top Sells

1 +$2.93M
2 +$2.85M
3 +$2.69M
4
AWK icon
American Water Works
AWK
+$2.33M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.05M

Sector Composition

1 Technology 17.1%
2 Financials 14.79%
3 Healthcare 11.46%
4 Consumer Staples 7.04%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$21K ﹤0.01%
162
427
$20.5K ﹤0.01%
100
428
$20.5K ﹤0.01%
397
429
$20.2K ﹤0.01%
400
430
$20.1K ﹤0.01%
500
431
$20K ﹤0.01%
442
432
$19.9K ﹤0.01%
500
433
$19.7K ﹤0.01%
+1,200
434
$19.6K ﹤0.01%
99
+81
435
$19.5K ﹤0.01%
100
436
$19.4K ﹤0.01%
20
437
$19.3K ﹤0.01%
1,000
438
$18.9K ﹤0.01%
+200
439
$18.4K ﹤0.01%
1,000
440
$18.3K ﹤0.01%
220
441
$18.2K ﹤0.01%
157
442
$18K ﹤0.01%
595
-5
443
$18K ﹤0.01%
2,019
444
$17.9K ﹤0.01%
930
445
$17.9K ﹤0.01%
840
446
$17.9K ﹤0.01%
+363
447
$17.7K ﹤0.01%
326
-198
448
$17.6K ﹤0.01%
900
449
$17.6K ﹤0.01%
269
+19
450
$17.5K ﹤0.01%
81