TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.12M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
DIS icon
Walt Disney
DIS
+$973K

Top Sells

1
+$1.69M
2
+$1.03M
3
+$978K
4
T icon
AT&T
T
+$760K
5
BA icon
Boeing
BA
+$446K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$27K ﹤0.01%
+1,077
552
$27K ﹤0.01%
+50
553
$26K ﹤0.01%
+425
554
$26K ﹤0.01%
+300
555
$26K ﹤0.01%
+1,010
556
$25K ﹤0.01%
+100
557
$25K ﹤0.01%
+232
558
$24K ﹤0.01%
+1,588
559
$24K ﹤0.01%
+1,000
560
$24K ﹤0.01%
+1,000
561
$24K ﹤0.01%
+120
562
$24K ﹤0.01%
+114
563
$23K ﹤0.01%
+1,000
564
$23K ﹤0.01%
+1,000
565
$23K ﹤0.01%
+168
566
$23K ﹤0.01%
+85
567
$23K ﹤0.01%
+840
568
$23K ﹤0.01%
+923
569
$23K ﹤0.01%
+200
570
$22K ﹤0.01%
+131
571
$22K ﹤0.01%
+300
572
$22K ﹤0.01%
+113
573
$22K ﹤0.01%
+2,335
574
$22K ﹤0.01%
+600
575
$22K ﹤0.01%
+66
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