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
501
$1.16K ﹤0.01%
100
502
$1.09K ﹤0.01%
48
503
$1.01K ﹤0.01%
49
504
$886 ﹤0.01%
200
505
$854 ﹤0.01%
40
-231
506
$826 ﹤0.01%
17
507
$721 ﹤0.01%
15
508
$665 ﹤0.01%
13
-17
509
$654 ﹤0.01%
50
510
$575 ﹤0.01%
25
511
$563 ﹤0.01%
6
512
$563 ﹤0.01%
10
513
$562 ﹤0.01%
18
514
$527 ﹤0.01%
6
-5
515
$520 ﹤0.01%
10
516
$419 ﹤0.01%
10
517
$417 ﹤0.01%
17
518
$401 ﹤0.01%
5
519
$345 ﹤0.01%
120
520
$320 ﹤0.01%
85
521
$272 ﹤0.01%
26
522
$138 ﹤0.01%
6
523
$118 ﹤0.01%
6
524
$108 ﹤0.01%
10
525
$93 ﹤0.01%
10
19 20
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