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
251
$33K 0.01%
+544
252
$33K 0.01%
+1,500
253
$32K 0.01%
+1,480
254
$32K 0.01%
+90
255
$32K 0.01%
+81
256
$31K 0.01%
+204
257
$31K 0.01%
+200
258
$30K 0.01%
+600
259
$30K 0.01%
+414
260
$30K 0.01%
+711
261
$29K 0.01%
+1,300
262
$29K 0.01%
+149
263
$29K 0.01%
+296
264
$28K 0.01%
+1,376
265
$28K 0.01%
+1,320
266
$27K ﹤0.01%
+956
267
$27K ﹤0.01%
+475
268
$27K ﹤0.01%
+1,000
269
$26K ﹤0.01%
+600
270
$26K ﹤0.01%
+1,111
271
$25K ﹤0.01%
+1,600
272
$24K ﹤0.01%
+84
273
$23K ﹤0.01%
+331
274
$23K ﹤0.01%
+674
275
$23K ﹤0.01%
+1,500
9 10
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