Portfolio (Quarterly)
Guide ↗
TOMPKINS FINANCIAL CORP
· CIK 0001005817| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IUSG | ISHARES TR | — | 100 | $16K | 0.00% | SOLD |
| 22 | NNN | NNN REIT INC | Real Estate | 340 | $14K | 0.00% | SOLD |
| 23 | SKT | TANGER INC | Real Estate | 340 | $12K | 0.00% | SOLD |
| 24 | SSNC | SS&C TECH HLDGS | Technology | 155 | $10K | 0.00% | SOLD |
| 25 | CTLP | CANTALOUPE INC | Technology | 905 | $10K | 0.00% | SOLD |
| 26 | HACK | AMPLIFY ETF TR | — | 121 | $9K | 0.00% | SOLD |
| 27 | ARM | ARM HOLDINGS PLC | Technology | 60 | $9K | 0.00% | SOLD |
| 28 | BAB | INVESCO EXCH TRADED FD TR II | — | 221 | $6K | — | SOLD |
| 29 | BN | BROOKFIELD CORP | Financial Services | 139 | $6K | — | SOLD |
| 30 | BAX | BAXTER INTL INC | Healthcare | 330 | $6K | — | SOLD |
| 31 | SWKS | SKYWORKS SOLUTIONS INC | Technology | 100 | $5K | — | SOLD |
| 32 | VOD | VODAFONE GROUP PLC | Communication Services | 348 | $5K | — | SOLD |
| 33 | BCE | BCE INC | Communication Services | 204 | $5K | — | SOLD |
| 34 | NXPI | NXP SEMICONDUCTORS N V | Technology | 25 | $5K | — | SOLD |
| 35 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 150 | $5K | — | SOLD |
| 36 | TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | 245 | $5K | — | SOLD |
| 37 | DD | DUPONT DE NEMOURS INC | Basic Materials | 96 | $4K | — | SOLD |
| 38 | FSK | FS KKR CAP CORP | Financial Services | 412 | $4K | — | SOLD |
| 39 | XSOE | WISDOMTREE TR | — | 81 | $3K | — | SOLD |
| 40 | UBER | UBER TECHNOLOGIES INC | Technology | 42 | $3K | — | SOLD |
Sector Allocation
Technology
25.4%
Financial Services
24.3%
Healthcare
14.4%
Consumer Defensive
8.6%
Consumer Cyclical
7.8%
Industrials
7.4%
Communication Services
3.9%
Utilities
3.4%
Energy
3.3%
Real Estate
1.2%