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
426
$11.1K ﹤0.01%
138
+53
427
$11K ﹤0.01%
88
428
$11K ﹤0.01%
57
429
$10.5K ﹤0.01%
138
430
$10.5K ﹤0.01%
105
431
$9.48K ﹤0.01%
+171
432
$9.15K ﹤0.01%
500
433
$9.1K ﹤0.01%
79
434
$9.04K ﹤0.01%
150
435
$8.91K ﹤0.01%
100
436
$8.87K ﹤0.01%
100
437
$8.73K ﹤0.01%
432
438
$8.61K ﹤0.01%
905
439
$8.55K ﹤0.01%
215
440
$8.39K ﹤0.01%
100
441
$8.13K ﹤0.01%
50
442
$8.06K ﹤0.01%
116
443
$8K ﹤0.01%
53
444
$7.64K ﹤0.01%
65
445
$7.42K ﹤0.01%
+85
446
$7.4K ﹤0.01%
60
447
$7.19K ﹤0.01%
35
-391
448
$7.07K ﹤0.01%
700
449
$6.97K ﹤0.01%
270
450
$6.7K ﹤0.01%
1,200
16 17
18
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