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
476
$3.63K ﹤0.01%
100
-493
477
$3.59K ﹤0.01%
63
-226
478
$3.42K ﹤0.01%
+74
479
$3.38K ﹤0.01%
100
-1,040
480
$3.29K ﹤0.01%
+37
481
$3.06K ﹤0.01%
9
482
$2.98K ﹤0.01%
100
483
$2.82K ﹤0.01%
9
484
$2.71K ﹤0.01%
100
485
$2.52K ﹤0.01%
52
-400
486
$2.33K ﹤0.01%
25
487
$2.3K ﹤0.01%
200
-1,000
488
$2.05K ﹤0.01%
200
489
$2.03K ﹤0.01%
+33
490
$1.87K ﹤0.01%
29
491
$1.84K ﹤0.01%
15
492
$1.82K ﹤0.01%
+100
493
$1.77K ﹤0.01%
100
494
$1.7K ﹤0.01%
92
495
$1.62K ﹤0.01%
17
+2
496
$1.53K ﹤0.01%
115
+100
497
$1.43K ﹤0.01%
10
498
$1.34K ﹤0.01%
52
499
$1.33K ﹤0.01%
10
500
$1.27K ﹤0.01%
15
18 19
20
21 22