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
176
$218K 0.02%
3,000
177
$217K 0.02%
2,819
178
$211K 0.02%
5,500
-300
179
$208K 0.02%
3,278
180
$204K 0.02%
1,086
-500
181
$203K 0.02%
3,720
182
$202K 0.02%
3,230
183
$202K 0.02%
2,455
-90
184
$202K 0.02%
405
+125
185
$201K 0.02%
1,500
186
$200K 0.02%
1,678
187
$195K 0.02%
4,338
-2,500
188
$194K 0.02%
825
189
$191K 0.02%
571
190
$188K 0.02%
2,076
191
$188K 0.02%
2,000
-34
192
$187K 0.02%
810
193
$187K 0.02%
1,623
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194
$183K 0.02%
759
195
$183K 0.02%
6,932
196
$182K 0.02%
2,400
-108
197
$178K 0.02%
3,300
198
$173K 0.02%
1,872
-122
199
$173K 0.02%
8,043
+8,000
200
$172K 0.02%
2,369
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