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
451
$6.49K ﹤0.01%
200
-141
452
$6.49K ﹤0.01%
50
453
$6.46K ﹤0.01%
234
-12
454
$6.2K ﹤0.01%
228
-100
455
$6.16K ﹤0.01%
50
456
$6.06K ﹤0.01%
337
457
$6.06K ﹤0.01%
72
+27
458
$6.05K ﹤0.01%
300
459
$5.94K ﹤0.01%
730
460
$5.84K ﹤0.01%
50
461
$5.73K ﹤0.01%
179
462
$5.67K ﹤0.01%
100
463
$5.58K ﹤0.01%
71
+40
464
$5.49K ﹤0.01%
237
465
$5.46K ﹤0.01%
50
466
$5.29K ﹤0.01%
250
467
$5.24K ﹤0.01%
90
468
$5.18K ﹤0.01%
98
469
$4.46K ﹤0.01%
264
470
$4.31K ﹤0.01%
75
471
$4K ﹤0.01%
200
472
$3.94K ﹤0.01%
+197
473
$3.88K ﹤0.01%
25
474
$3.82K ﹤0.01%
18
475
$3.72K ﹤0.01%
50
17 18
19
20 21