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
376
$23.8K ﹤0.01%
713
+590
377
$23.4K ﹤0.01%
400
378
$23.3K ﹤0.01%
1,106
379
$23.1K ﹤0.01%
+100
380
$22.9K ﹤0.01%
661
381
$22.5K ﹤0.01%
591
382
$22.3K ﹤0.01%
1,472
383
$21.8K ﹤0.01%
59
384
$21.7K ﹤0.01%
1,200
385
$21.2K ﹤0.01%
510
+283
386
$21.1K ﹤0.01%
900
387
$20.5K ﹤0.01%
149
388
$20.4K ﹤0.01%
256
-1,095
389
$20.4K ﹤0.01%
1,145
390
$20.3K ﹤0.01%
200
391
$20.2K ﹤0.01%
73
392
$20K ﹤0.01%
1,130
393
$19.7K ﹤0.01%
250
394
$19.7K ﹤0.01%
162
395
$19.3K ﹤0.01%
+211
396
$18.9K ﹤0.01%
374
397
$18.8K ﹤0.01%
111
+40
398
$18.7K ﹤0.01%
220
399
$18.6K ﹤0.01%
1,000
400
$18.1K ﹤0.01%
157
14 15
16
17 18