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
$492M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.19M
3
+$1.15M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$788K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$741K

Top Sells

1
+$9.25M
2
+$2.92M
3
+$1.63M
4
TMP icon
Tompkins Financial
TMP
+$506K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$360K

Sector Composition

1 Financials 15.46%
2 Technology 10.97%
3 Healthcare 6.9%
4 Consumer Discretionary 5.46%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52K 0.01%
2,291
227
$51K 0.01%
550
228
$50K 0.01%
387
229
$48K 0.01%
445
230
$48K 0.01%
835
231
$48K 0.01%
400
232
$47K 0.01%
1,275
233
$47K 0.01%
1,692
+197
234
$47K 0.01%
456
235
$46K 0.01%
1,098
236
$44K 0.01%
975
237
$41K 0.01%
385
238
$40K 0.01%
303
239
$38K 0.01%
1,000
240
$38K 0.01%
+298
241
$38K 0.01%
361
242
$38K 0.01%
1,360
243
$38K 0.01%
705
-1,035
244
$37K 0.01%
308
245
$37K 0.01%
549
246
$37K 0.01%
574
247
$37K 0.01%
1,117
-100
248
$36K 0.01%
748
249
$36K 0.01%
150
250
$36K 0.01%
414
8 9
10
11 12