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
$1.08B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$4.49M
3
+$4.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.73M
5
MCD icon
McDonald's
MCD
+$2.4M

Top Sells

1
+$10.8M
2
+$2.22M
3
+$1.37M
4
AAPL icon
Apple
AAPL
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$917K

Sector Composition

1 Technology 17.73%
2 Financials 14.18%
3 Healthcare 9.35%
4 Consumer Staples 6.92%
5 Consumer Discretionary 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$103K 0.01%
563
-100
252
$103K 0.01%
1,000
253
$102K 0.01%
1,111
-161
254
$102K 0.01%
3,456
+1,968
255
$102K 0.01%
1,308
256
$102K 0.01%
+6,000
257
$101K 0.01%
5,000
258
$99.7K 0.01%
500
259
$97.5K 0.01%
+1,142
260
$97.2K 0.01%
650
261
$97K 0.01%
1,000
262
$96.4K 0.01%
8,454
263
$96.2K 0.01%
1,944
264
$95.4K 0.01%
2,861
265
$94.5K 0.01%
2,895
+2,300
266
$93.7K 0.01%
291
-100
267
$92.2K 0.01%
174
-136
268
$87.8K 0.01%
4,552
269
$87K 0.01%
500
270
$85.5K 0.01%
+462
271
$84.9K 0.01%
2,547
272
$84.7K 0.01%
159
273
$84.6K 0.01%
630
274
$84.5K 0.01%
1,141
275
$83.4K 0.01%
1,379
9 10
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