TF

Tompkins Financial Portfolio holdings

AUM $1.29B
1-Year Est. Return 17.96%
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$30.1M
3
+$27.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.7M
5
TMP icon
Tompkins Financial
TMP
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.62%
2 Financials 14.39%
3 Healthcare 10.12%
4 Consumer Discretionary 7.46%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.01%
+975
227
$48K 0.01%
+987
228
$47K 0.01%
+282
229
$46K 0.01%
+300
230
$45K 0.01%
+413
231
$45K 0.01%
+271
232
$44K 0.01%
+1,700
233
$43K 0.01%
+155
234
$42K 0.01%
+390
235
$42K 0.01%
+25
236
$41K 0.01%
+1,500
237
$41K 0.01%
+462
238
$40K 0.01%
+560
239
$40K 0.01%
+1,000
240
$40K 0.01%
+1,071
241
$39K 0.01%
+270
242
$38K 0.01%
+1,710
243
$38K 0.01%
+189
244
$38K 0.01%
+1,100
245
$37K 0.01%
+248
246
$36K 0.01%
+518
247
$36K 0.01%
+252
248
$36K 0.01%
+2,000
249
$34K 0.01%
+1,227
250
$34K 0.01%
+671
8 9
10
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