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
$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 8.22%
4 Industrials 5.72%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
67
452
$6K ﹤0.01%
+416
453
$6K ﹤0.01%
100
-23
454
$6K ﹤0.01%
1,403
+234
455
$6K ﹤0.01%
99
-1
456
$5K ﹤0.01%
107
457
$5K ﹤0.01%
63
-8
458
$5K ﹤0.01%
200
-264
459
$5K ﹤0.01%
57
460
$5K ﹤0.01%
150
-19
461
$5K ﹤0.01%
122
462
$5K ﹤0.01%
107
463
$5K ﹤0.01%
80
464
$5K ﹤0.01%
251
465
$5K ﹤0.01%
27
466
$5K ﹤0.01%
100
467
$4K ﹤0.01%
450
468
$4K ﹤0.01%
125
469
$4K ﹤0.01%
+25
470
$4K ﹤0.01%
75
-100
471
$4K ﹤0.01%
400
472
$4K ﹤0.01%
138
-26
473
$4K ﹤0.01%
200
474
$4K ﹤0.01%
331
475
$4K ﹤0.01%
375
17 18
19
20 21