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
251
$35K 0.01%
390
-10
252
$35K 0.01%
225
253
$35K 0.01%
425
254
$35K 0.01%
344
255
$34K 0.01%
550
256
$34K 0.01%
252
257
$34K 0.01%
711
258
$33K 0.01%
810
-4,857
259
$32K 0.01%
1,100
260
$32K 0.01%
1,800
-471
261
$31K 0.01%
563
262
$31K 0.01%
350
263
$31K 0.01%
260
264
$30K 0.01%
380
-52
265
$30K 0.01%
157
266
$29K 0.01%
600
267
$29K 0.01%
1,000
268
$29K 0.01%
500
+200
269
$29K 0.01%
525
-1,026
270
$29K 0.01%
170
271
$28K 0.01%
740
-1,903
272
$27K 0.01%
939
273
$27K 0.01%
1,200
274
$27K 0.01%
1,111
275
$27K 0.01%
150
9 10
11
12 13