TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.49M
3
+$1.88M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Top Sells

1
+$2.15M
2
+$2.07M
3
+$1.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$940K
5
SJM icon
J.M. Smucker
SJM
+$734K

Sector Composition

1 Technology 17.95%
2 Healthcare 15.18%
3 Financials 13.24%
4 Consumer Discretionary 9.03%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$30K ﹤0.01%
+400
527
$30K ﹤0.01%
+840
528
$29K ﹤0.01%
+135
529
$29K ﹤0.01%
+750
530
$29K ﹤0.01%
+835
531
$29K ﹤0.01%
+500
532
$29K ﹤0.01%
+220
533
$29K ﹤0.01%
+2,335
534
$28K ﹤0.01%
+300
535
$28K ﹤0.01%
+50
536
$28K ﹤0.01%
+516
537
$27K ﹤0.01%
+340
538
$27K ﹤0.01%
+150
539
$27K ﹤0.01%
+1,250
540
$27K ﹤0.01%
+777
541
$27K ﹤0.01%
+472
542
$27K ﹤0.01%
+202
543
$27K ﹤0.01%
+150
544
$26K ﹤0.01%
+1,546
545
$26K ﹤0.01%
+1,177
546
$26K ﹤0.01%
+175
547
$26K ﹤0.01%
+902
548
$26K ﹤0.01%
+161
549
$26K ﹤0.01%
+320
550
$25K ﹤0.01%
+522
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