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
551
$25K ﹤0.01%
+300
552
$24K ﹤0.01%
+100
553
$24K ﹤0.01%
+2,012
554
$23K ﹤0.01%
+364
555
$23K ﹤0.01%
+186
556
$23K ﹤0.01%
+1,000
557
$23K ﹤0.01%
+1,202
558
$22K ﹤0.01%
+2,250
559
$22K ﹤0.01%
+1,000
560
$22K ﹤0.01%
+200
561
$22K ﹤0.01%
+555
562
$21K ﹤0.01%
+295
563
$21K ﹤0.01%
+1,855
564
$21K ﹤0.01%
+206
565
$21K ﹤0.01%
+1,000
566
$21K ﹤0.01%
+265
567
$20K ﹤0.01%
+230
568
$20K ﹤0.01%
+361
569
$20K ﹤0.01%
+232
570
$20K ﹤0.01%
+467
571
$20K ﹤0.01%
+2,300
572
$19K ﹤0.01%
+274
573
$19K ﹤0.01%
+425
574
$19K ﹤0.01%
+86
575
$19K ﹤0.01%
+506
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