CIK: 0000315082
Total reported value
$3.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 79.38% | -10.37% | — | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 14.79% | +7.16% | — | |
| 3 | TMP | Tompkins Financial CORP | Stock-Other | 5.83% | +3.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +79.4% | NEW | New buy |
| 2 | XOM | Exxon Mobil CORP | +14.8% | NEW | New buy |
| 3 | TMP | Tompkins Financial CORP | +5.8% | NEW | New buy |
| 4 | RRC | Range Resources CORP | -17.6% | EXIT | Sold out |
| 5 | SLM | Slm CORP | -33.1% | EXIT | Sold out |
| 6 | NAVI | Navient CORP | -49.3% | EXIT | Sold out |