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
551
$21K ﹤0.01%
1,000
552
$21K ﹤0.01%
644
-261
553
$20K ﹤0.01%
200
554
$20K ﹤0.01%
1,350
555
$20K ﹤0.01%
118
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556
$20K ﹤0.01%
170
557
$20K ﹤0.01%
85
558
$20K ﹤0.01%
300
559
$19K ﹤0.01%
1,441
560
$19K ﹤0.01%
900
561
$19K ﹤0.01%
600
562
$19K ﹤0.01%
110
563
$18K ﹤0.01%
108
+62
564
$18K ﹤0.01%
374
565
$18K ﹤0.01%
311
-33
566
$18K ﹤0.01%
86
567
$18K ﹤0.01%
50
568
$18K ﹤0.01%
450
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569
$18K ﹤0.01%
630
570
$18K ﹤0.01%
135
571
$18K ﹤0.01%
42
572
$18K ﹤0.01%
500
573
$18K ﹤0.01%
750
574
$17K ﹤0.01%
+585
575
$17K ﹤0.01%
275
21 22
23
24 25