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
326
$48.5K ﹤0.01%
2,102
327
$48.3K ﹤0.01%
1,812
+1,358
328
$47.9K ﹤0.01%
1,088
-26
329
$47.7K ﹤0.01%
722
330
$47.3K ﹤0.01%
2,000
331
$46.2K ﹤0.01%
+500
332
$46.1K ﹤0.01%
322
+22
333
$45.7K ﹤0.01%
999
334
$45.5K ﹤0.01%
1,200
335
$44.6K ﹤0.01%
1,555
336
$43.8K ﹤0.01%
383
337
$43.5K ﹤0.01%
367
338
$42.9K ﹤0.01%
421
339
$42.3K ﹤0.01%
619
340
$42K ﹤0.01%
+780
341
$41K ﹤0.01%
+668
342
$40.6K ﹤0.01%
2,000
343
$40.4K ﹤0.01%
65
-215
344
$38.9K ﹤0.01%
139
345
$38K ﹤0.01%
350
346
$37.9K ﹤0.01%
+573
347
$37.8K ﹤0.01%
500
348
$36.9K ﹤0.01%
395
349
$35.6K ﹤0.01%
2,387
350
$34.5K ﹤0.01%
600
12 13
14
15 16