TCOV
Trust Company of Vermont Portfolio holdings
AUM
$2.12B
1-Year Return
16.19%
This Quarter Return
+6.58%
1 Year Return
+16.19%
3 Year Return
+64.62%
5 Year Return
+115.21%
10 Year Return
+268.81%
AUM
$1.34B
AUM Growth
+$80.9M
(+6.5%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
23.35%
Holding
804
New
38
Increased
139
Reduced
240
Closed
35
Top Buys
| 1 |
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
|
+$3.25M |
| 2 |
Brookfield
BN
|
+$3.23M |
| 3 |
Credit Acceptance
CACC
|
+$2.45M |
| 4 |
Teladoc Health
TDOC
|
+$1.73M |
| 5 |
Bank of America
BAC
|
+$1.2M |
Top Sells
| 1 |
SelectQuote
SLQT
|
+$5.9M |
| 2 |
PARA
Paramount Global Class B
PARA
|
+$3.25M |
| 3 |
Apple
AAPL
|
+$2.53M |
| 4 |
Novartis
NVS
|
+$669K |
| 5 |
Norfolk Southern
NSC
|
+$411K |
Sector Composition
| 1 | Technology | 16.55% |
| 2 | Financials | 15.94% |
| 3 | Healthcare | 12.84% |
| 4 | Consumer Discretionary | 10.24% |
| 5 | Industrials | 8.89% |
