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
476
$4K ﹤0.01%
104
477
$4K ﹤0.01%
248
478
$3K ﹤0.01%
37
-262
479
$3K ﹤0.01%
107
480
$3K ﹤0.01%
100
481
$3K ﹤0.01%
100
482
$3K ﹤0.01%
50
-20
483
$3K ﹤0.01%
+218
484
$3K ﹤0.01%
37
485
$3K ﹤0.01%
111
486
$2K ﹤0.01%
20
487
$2K ﹤0.01%
750
488
$2K ﹤0.01%
54
489
$2K ﹤0.01%
+38
490
$2K ﹤0.01%
187
-184
491
$2K ﹤0.01%
45
492
$1K ﹤0.01%
49
493
$1K ﹤0.01%
+196
494
$1K ﹤0.01%
22
495
$1K ﹤0.01%
30
-310
496
$1K ﹤0.01%
+100
497
$1K ﹤0.01%
200
498
– –
-3,990
499
$0 ﹤0.01%
64
500
$0 ﹤0.01%
10
18 19
20
21 22