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
526
$29K ﹤0.01%
1,250
527
$29K ﹤0.01%
1,976
-300
528
$29K ﹤0.01%
120
529
$29K ﹤0.01%
1,089
+89
530
$29K ﹤0.01%
722
531
$29K ﹤0.01%
650
532
$28K ﹤0.01%
513
+28
533
$28K ﹤0.01%
152
-18
534
$27K ﹤0.01%
256
535
$26K ﹤0.01%
67
536
$26K ﹤0.01%
+168
537
$26K ﹤0.01%
1,000
538
$26K ﹤0.01%
2,335
539
$25K ﹤0.01%
1,000
540
$25K ﹤0.01%
1,588
541
$25K ﹤0.01%
328
+6
542
$25K ﹤0.01%
1,010
543
$24K ﹤0.01%
230
544
$24K ﹤0.01%
302
-108
545
$24K ﹤0.01%
166
546
$23K ﹤0.01%
310
547
$23K ﹤0.01%
1,252
+502
548
$23K ﹤0.01%
50
549
$23K ﹤0.01%
94
550
$21K ﹤0.01%
360
-204
20 21
22
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