TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$871K
3
+$596K
4
CVS icon
CVS Health
CVS
+$578K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$561K

Top Sells

1
+$2.86M
2
+$1.92M
3
+$1.31M
4
WFC icon
Wells Fargo
WFC
+$792K
5
AMZN icon
Amazon
AMZN
+$608K

Sector Composition

1 Technology 17.25%
2 Healthcare 13.79%
3 Financials 12.71%
4 Consumer Discretionary 11.22%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$102K 0.01%
2,000
352
$102K 0.01%
1,000
353
$102K 0.01%
326
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354
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250
357
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1,051
358
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359
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200
360
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361
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362
$95K 0.01%
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363
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364
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1,235
365
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1,000
366
$92K 0.01%
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367
$92K 0.01%
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368
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369
$90K 0.01%
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2,225
372
$87K 0.01%
3,150
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373
$87K 0.01%
5,628
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374
$86K 0.01%
4,205
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375
$86K 0.01%
2,024
13 14
15
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