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
$591M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.27M
3
+$1.18M
4
AAPL icon
Apple
AAPL
+$891K
5
XOM icon
Exxon Mobil
XOM
+$610K

Top Sells

1
+$1.9M
2
+$1.26M
3
+$952K
4
IBM icon
IBM
IBM
+$481K
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$465K

Sector Composition

1 Technology 15.71%
2 Financials 15.09%
3 Healthcare 8.67%
4 Consumer Discretionary 6.72%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.04%
1,184
127
$254K 0.04%
633
-26
128
$248K 0.04%
1,200
+1,000
129
$246K 0.04%
1,536
+1,000
130
$236K 0.04%
722
131
$230K 0.04%
904
132
$230K 0.04%
500
133
$214K 0.04%
5,631
-1,842
134
$208K 0.04%
1,383
-2,543
135
$202K 0.03%
988
136
$192K 0.03%
2,481
-431
137
$190K 0.03%
3,562
138
$189K 0.03%
+1,000
139
$182K 0.03%
2,402
-197
140
$179K 0.03%
2,065
141
$179K 0.03%
3,481
-189
142
$175K 0.03%
861
143
$163K 0.03%
1,265
144
$162K 0.03%
3,625
145
$159K 0.03%
2,120
-110
146
$159K 0.03%
+1,200
147
$156K 0.03%
2,563
148
$150K 0.03%
2,553
149
$150K 0.03%
10,505
150
$149K 0.03%
4,108
-782
4 5
6
7 8