TF

Tompkins Financial Portfolio holdings

AUM $1.29B
1-Year Est. Return 17.96%
This Quarter Est. Return
1 Year Est. Return
+17.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$30.1M
3
+$27.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.7M
5
TMP icon
Tompkins Financial
TMP
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.62%
2 Financials 14.39%
3 Healthcare 10.12%
4 Consumer Discretionary 7.46%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98K 0.02%
+649
177
$94K 0.02%
+1,711
178
$94K 0.02%
+1,500
179
$92K 0.02%
+419
180
$92K 0.02%
+2,121
181
$92K 0.02%
+256
182
$90K 0.02%
+619
183
$89K 0.02%
+1,790
184
$89K 0.02%
+2,700
185
$87K 0.02%
+1,667
186
$87K 0.02%
+140
187
$87K 0.02%
+739
188
$86K 0.02%
+1,436
189
$84K 0.02%
+5,700
190
$81K 0.01%
+2,671
191
$78K 0.01%
+225
192
$78K 0.01%
+300
193
$78K 0.01%
+750
194
$77K 0.01%
+1,468
195
$76K 0.01%
+1,294
196
$76K 0.01%
+1,250
197
$75K 0.01%
+282
198
$73K 0.01%
+1,373
199
$72K 0.01%
+1,028
200
$71K 0.01%
+6,312
6 7
8
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