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
$422M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.52M
3
+$1.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M
5
ABT icon
Abbott
ABT
+$1.08M

Top Sells

1
+$2.44M
2
+$1.2M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$838K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$632K

Sector Composition

1 Financials 16.87%
2 Technology 9.29%
3 Healthcare 8.51%
4 Industrials 4.72%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
338
327
$12K ﹤0.01%
+110
328
$12K ﹤0.01%
100
329
$11K ﹤0.01%
400
330
$11K ﹤0.01%
200
331
$10K ﹤0.01%
140
332
$10K ﹤0.01%
+323
333
$9K ﹤0.01%
158
334
$9K ﹤0.01%
277
+113
335
$9K ﹤0.01%
100
336
$9K ﹤0.01%
200
337
$9K ﹤0.01%
107
338
$9K ﹤0.01%
+285
339
$9K ﹤0.01%
125
340
$9K ﹤0.01%
75
341
$9K ﹤0.01%
283
-100
342
$8K ﹤0.01%
120
343
$8K ﹤0.01%
+115
344
$7K ﹤0.01%
+113
345
$7K ﹤0.01%
600
346
$7K ﹤0.01%
+300
347
$7K ﹤0.01%
+185
348
$7K ﹤0.01%
+205
349
$7K ﹤0.01%
+446
350
$7K ﹤0.01%
+100
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