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
351
$34.4K ﹤0.01%
333
352
$34.4K ﹤0.01%
350
-330
353
$34.3K ﹤0.01%
653
+15
354
$34.2K ﹤0.01%
2,962
355
$33.6K ﹤0.01%
+1,000
356
$33.4K ﹤0.01%
345
+178
357
$32.9K ﹤0.01%
168
-400
358
$32.4K ﹤0.01%
+200
359
$32.3K ﹤0.01%
590
360
$32.1K ﹤0.01%
974
361
$31.4K ﹤0.01%
260
362
$30K ﹤0.01%
600
363
$29.9K ﹤0.01%
1,111
364
$29K ﹤0.01%
600
365
$28.9K ﹤0.01%
700
366
$28.7K ﹤0.01%
175
367
$27.5K ﹤0.01%
1,185
-95,981
368
$26.4K ﹤0.01%
500
369
$26.2K ﹤0.01%
600
370
$25.9K ﹤0.01%
235
371
$25.4K ﹤0.01%
+950
372
$25.3K ﹤0.01%
2,035
+562
373
$25K ﹤0.01%
132
+35
374
$24.3K ﹤0.01%
230
-400
375
$24.2K ﹤0.01%
152
+60
13 14
15
16 17