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
$547M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1 +$34.9M
2 +$30.1M
3 +$27.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.7M
5
TMP icon
Tompkins Financial
TMP
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.62%
2 Financials 14.39%
3 Healthcare 10.12%
4 Consumer Discretionary 7.46%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$1K ﹤0.01%
+15
377
$1K ﹤0.01%
+20
378
$1K ﹤0.01%
+200