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
276
$26K 0.01%
455
-10
277
$25K 0.01%
189
278
$25K 0.01%
213
279
$25K 0.01%
781
280
$25K 0.01%
738
281
$25K 0.01%
553
-4,003
282
$25K 0.01%
139
-50
283
$24K ﹤0.01%
417
-30
284
$24K ﹤0.01%
684
285
$24K ﹤0.01%
988
286
$23K ﹤0.01%
150
-265
287
$22K ﹤0.01%
459
288
$22K ﹤0.01%
430
289
$22K ﹤0.01%
1,376
290
$22K ﹤0.01%
542
-376
291
$21K ﹤0.01%
255
292
$21K ﹤0.01%
343
-160
293
$21K ﹤0.01%
1,348
294
$21K ﹤0.01%
200
295
$20K ﹤0.01%
1,181
296
$18K ﹤0.01%
400
297
$18K ﹤0.01%
152
298
$17K ﹤0.01%
377
299
$17K ﹤0.01%
360
-3,785
300
$17K ﹤0.01%
320
-258
10 11
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