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
276
$82.4K 0.01%
3,020
277
$81.8K 0.01%
1,000
278
$80.8K 0.01%
1,000
279
$79.4K 0.01%
4,404
-3,545
280
$78.4K 0.01%
+1,735
281
$78.4K 0.01%
1,060
282
$76.6K 0.01%
1,010
-196
283
$75.6K 0.01%
2,000
284
$74.8K 0.01%
154
285
$74.1K 0.01%
2,000
286
$72.9K 0.01%
1,476
287
$71.3K 0.01%
2,524
288
$71K 0.01%
600
289
$69.8K 0.01%
1,300
290
$68.2K 0.01%
1,560
291
$67.6K 0.01%
1,556
292
$66.8K 0.01%
2,174
+1,384
293
$65.3K 0.01%
291
294
$65.2K 0.01%
1,000
295
$65.2K 0.01%
714
-331
296
$64.3K 0.01%
250
297
$63.9K 0.01%
1,200
298
$63.6K 0.01%
500
-24
299
$62.9K 0.01%
199
300
$61.8K 0.01%
533
10 11
12
13 14