TF

Tompkins Financial Portfolio holdings

AUM $1.26B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$16M
3
+$9.68M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.47M

Top Sells

1
+$5.86M
2
+$4.82M
3
+$3.18M
4
ACN icon
Accenture
ACN
+$2.88M
5
KMB icon
Kimberly-Clark
KMB
+$2.58M

Sector Composition

1 Technology 17.74%
2 Financials 14.16%
3 Healthcare 8.31%
4 Consumer Staples 5.72%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.8K ﹤0.01%
200
452
$8.49K ﹤0.01%
60
453
$8.43K ﹤0.01%
223
454
$8.36K ﹤0.01%
+565
455
$8.11K ﹤0.01%
100
456
$7.98K ﹤0.01%
341
457
$7.88K ﹤0.01%
+125
458
$7.79K ﹤0.01%
289
-28
459
$7.74K ﹤0.01%
+38
460
$7.7K ﹤0.01%
100
461
$7.6K ﹤0.01%
85
462
$7.57K ﹤0.01%
73
-294
463
$7.56K ﹤0.01%
112
464
$7.48K ﹤0.01%
229
465
$7.43K ﹤0.01%
200
466
$7.13K ﹤0.01%
150
467
$7K ﹤0.01%
707
468
$6.84K ﹤0.01%
61
+28
469
$6.24K ﹤0.01%
237
470
$6.04K ﹤0.01%
90
471
$6.03K ﹤0.01%
221
472
$6.01K ﹤0.01%
234
473
$5.88K ﹤0.01%
150
474
$5.78K ﹤0.01%
250
475
$5.31K ﹤0.01%
100
17 18
19
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