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
$1.44B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.83M
3
+$1.7M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.37M
5
PARA
Paramount Global Class B
PARA
+$1.17M

Top Sells

1
+$7.7M
2
+$4.01M
3
+$2.45M
4
TDOC icon
Teladoc Health
TDOC
+$1.62M
5
CBU icon
Community Bank
CBU
+$836K

Sector Composition

1 Technology 17.37%
2 Financials 15.1%
3 Healthcare 12.75%
4 Consumer Discretionary 10.5%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$49K ﹤0.01%
350
477
$49K ﹤0.01%
200
478
$48K ﹤0.01%
600
479
$48K ﹤0.01%
244
480
$48K ﹤0.01%
200
481
$48K ﹤0.01%
1,200
482
$48K ﹤0.01%
3,355
483
$47K ﹤0.01%
475
484
$47K ﹤0.01%
1,700
485
$47K ﹤0.01%
1,747
486
$47K ﹤0.01%
1,160
487
$47K ﹤0.01%
+625
488
$47K ﹤0.01%
190
+14
489
$46K ﹤0.01%
2,523
490
$46K ﹤0.01%
75
-7
491
$46K ﹤0.01%
87
492
$45K ﹤0.01%
1,566
+335
493
$43K ﹤0.01%
1,239
+400
494
$43K ﹤0.01%
461
+31
495
$43K ﹤0.01%
417
496
$42K ﹤0.01%
418
-55
497
$41K ﹤0.01%
1,600
498
$41K ﹤0.01%
1,223
499
$41K ﹤0.01%
1,300
-300
500
$41K ﹤0.01%
900
18 19
20
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