TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.2M
3
+$11.7M
4
IBM icon
IBM
IBM
+$11.6M
5
CVX icon
Chevron
CVX
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.61%
2 Consumer Staples 12.5%
3 Healthcare 11.99%
4 Technology 11.4%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$152K 0.03%
+3,816
227
$152K 0.03%
+2,075
228
$151K 0.03%
+3,200
229
$150K 0.03%
+1,812
230
$149K 0.03%
+3,543
231
$148K 0.03%
+4,528
232
$144K 0.03%
+3,350
233
$141K 0.03%
+2,220
234
$140K 0.03%
+4,745
235
$136K 0.03%
+3,410
236
$135K 0.03%
+2,295
237
$135K 0.03%
+3,300
238
$135K 0.03%
+1,300
239
$134K 0.03%
+5,675
240
$131K 0.03%
+5,200
241
$130K 0.03%
+3,793
242
$127K 0.02%
+2,274
243
$126K 0.02%
+11,227
244
$125K 0.02%
+3,716
245
$123K 0.02%
+4,000
246
$123K 0.02%
+2,540
247
$122K 0.02%
+4,299
248
$122K 0.02%
+2,996
249
$118K 0.02%
+10,150
250
$118K 0.02%
+10,000
8 9
10
11 12