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
351
$6K ﹤0.01%
100
352
$6K ﹤0.01%
500
353
$6K ﹤0.01%
+40
354
$6K ﹤0.01%
300
-290
355
$6K ﹤0.01%
+120
356
$6K ﹤0.01%
+75
357
$6K ﹤0.01%
+32
358
$6K ﹤0.01%
1,000
-27,250
359
$5K ﹤0.01%
100
360
$5K ﹤0.01%
103
361
$5K ﹤0.01%
+30
362
$5K ﹤0.01%
+100
363
$5K ﹤0.01%
+45
364
$5K ﹤0.01%
+45
365
$5K ﹤0.01%
334
-97
366
$5K ﹤0.01%
88
367
$5K ﹤0.01%
+80
368
$5K ﹤0.01%
+65
369
$5K ﹤0.01%
+80
370
$5K ﹤0.01%
+170
371
$5K ﹤0.01%
+75
372
$5K ﹤0.01%
+110
373
$4K ﹤0.01%
44
374
$4K ﹤0.01%
+70
375
$4K ﹤0.01%
+35
13 14
15
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