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
376
$4K ﹤0.01%
+75
377
$4K ﹤0.01%
300
378
$4K ﹤0.01%
203
379
$4K ﹤0.01%
+55
380
$4K ﹤0.01%
+80
381
$4K ﹤0.01%
+80
382
$3K ﹤0.01%
+70
383
$3K ﹤0.01%
200
384
$3K ﹤0.01%
+95
385
$3K ﹤0.01%
+30
386
$3K ﹤0.01%
+45
387
$3K ﹤0.01%
+25
388
$3K ﹤0.01%
+263
389
$3K ﹤0.01%
+25
390
$3K ﹤0.01%
46
391
$3K ﹤0.01%
67
392
$3K ﹤0.01%
200
393
$3K ﹤0.01%
+60
394
$3K ﹤0.01%
+110
395
$3K ﹤0.01%
49
396
$2K ﹤0.01%
50
397
$2K ﹤0.01%
32
398
$2K ﹤0.01%
75
399
$2K ﹤0.01%
97
400
$2K ﹤0.01%
100
14 15
16
17 18