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
301
$61.4K 0.01%
2,878
+2,300
302
$61.2K 0.01%
1,685
303
$59.7K 0.01%
267
304
$59.5K 0.01%
1,232
305
$57.5K 0.01%
308
306
$56.8K 0.01%
319
+139
307
$56.6K 0.01%
1,105
+481
308
$56K 0.01%
542
309
$55.9K 0.01%
5,285
+1,780
310
$55.8K 0.01%
136
+21
311
$54.8K 0.01%
2,000
312
$53.9K 0.01%
+1,750
313
$53.5K 0.01%
140
314
$53.4K 0.01%
525
315
$53K ﹤0.01%
5,000
316
$52.2K ﹤0.01%
189
317
$51.9K ﹤0.01%
2,212
318
$51.9K ﹤0.01%
1,048
319
$51.8K ﹤0.01%
2,051
320
$51.6K ﹤0.01%
392
321
$51.4K ﹤0.01%
1,016
322
$50.5K ﹤0.01%
450
323
$50.5K ﹤0.01%
1,650
324
$49.9K ﹤0.01%
2,000
325
$49.9K ﹤0.01%
585
11 12
13
14 15