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
$422M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.52M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M
5
ABT icon
Abbott
ABT
+$1.08M

Top Sells

1
+$2.44M
2
+$1.2M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$838K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$632K

Sector Composition

1 Financials 16.87%
2 Technology 9.29%
3 Healthcare 8.51%
4 Industrials 4.72%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33K 0.01%
432
+292
252
$32K 0.01%
868
253
$32K 0.01%
880
254
$32K 0.01%
885
255
$32K 0.01%
336
256
$32K 0.01%
315
+235
257
$31K 0.01%
325
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258
$31K 0.01%
317
-940
259
$31K 0.01%
+418
260
$30K 0.01%
345
261
$30K 0.01%
+411
262
$30K 0.01%
2,300
-318
263
$30K 0.01%
202
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264
$29K 0.01%
330
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265
$29K 0.01%
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266
$29K 0.01%
1,372
267
$29K 0.01%
400
268
$28K 0.01%
650
+65
269
$28K 0.01%
350
270
$28K 0.01%
688
271
$27K 0.01%
939
272
$27K 0.01%
350
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273
$27K 0.01%
205
274
$27K 0.01%
+671
275
$27K 0.01%
662
-148
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