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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$40.1K ﹤0.01%
275
527
$39.9K ﹤0.01%
202
528
$39.6K ﹤0.01%
300
529
$38.6K ﹤0.01%
+160
530
$37.9K ﹤0.01%
542
531
$37.1K ﹤0.01%
1,199
+99
532
$36.7K ﹤0.01%
1,087
533
$36.4K ﹤0.01%
200
534
$36.2K ﹤0.01%
94
+50
535
$36.1K ﹤0.01%
214
536
$36K ﹤0.01%
303
+143
537
$35.9K ﹤0.01%
1,546
-20
538
$35.2K ﹤0.01%
260
539
$34.8K ﹤0.01%
46
+10
540
$34.5K ﹤0.01%
500
541
$34.2K ﹤0.01%
1,500
542
$34.1K ﹤0.01%
870
543
$34K ﹤0.01%
365
544
$33.5K ﹤0.01%
1,500
545
$32.9K ﹤0.01%
175
546
$32.4K ﹤0.01%
357
+5
547
$32.3K ﹤0.01%
964
548
$32.3K ﹤0.01%
566
549
$32.2K ﹤0.01%
182
+174
550
$32.1K ﹤0.01%
60
20 21
22
23 24