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
401
$16.8K ﹤0.01%
293
402
$16K ﹤0.01%
227
-100
403
$15.9K ﹤0.01%
261
-1,300
404
$15.5K ﹤0.01%
167
-50
405
$15.4K ﹤0.01%
100
406
$15.1K ﹤0.01%
24
407
$14.6K ﹤0.01%
400
408
$14.2K ﹤0.01%
120
409
$14.1K ﹤0.01%
75
410
$14K ﹤0.01%
300
411
$13.9K ﹤0.01%
247
412
$13.7K ﹤0.01%
785
413
$13.7K ﹤0.01%
90
414
$13.6K ﹤0.01%
128
415
$13.5K ﹤0.01%
128
416
$13.3K ﹤0.01%
1,200
417
$13.2K ﹤0.01%
131
418
$12.9K ﹤0.01%
474
-2,400
419
$12.4K ﹤0.01%
1,300
420
$12.4K ﹤0.01%
81
421
$12.3K ﹤0.01%
62
422
$11.9K ﹤0.01%
265
423
$11.9K ﹤0.01%
294
424
$11.7K ﹤0.01%
225
425
$11.7K ﹤0.01%
+224
15 16
17
18 19