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
551
$32K ﹤0.01%
300
552
$31.9K ﹤0.01%
376
553
$31.7K ﹤0.01%
315
554
$31.1K ﹤0.01%
300
555
$30.4K ﹤0.01%
1,747
556
$30.2K ﹤0.01%
101
+25
557
$30K ﹤0.01%
150
-50
558
$29.7K ﹤0.01%
340
559
$29.4K ﹤0.01%
650
560
$29.3K ﹤0.01%
1,905
561
$28.7K ﹤0.01%
750
562
$28.2K ﹤0.01%
1,130
+130
563
$27.9K ﹤0.01%
135
-13
564
$27.4K ﹤0.01%
+4,500
565
$26.9K ﹤0.01%
300
566
$26.9K ﹤0.01%
120
+8
567
$26.6K ﹤0.01%
102
568
$26K ﹤0.01%
1,254
-44
569
$25.8K ﹤0.01%
228
570
$25.7K ﹤0.01%
250
+58
571
$25.6K ﹤0.01%
580
-200
572
$25.6K ﹤0.01%
+672
573
$25.6K ﹤0.01%
70
574
$25.2K ﹤0.01%
300
575
$25K ﹤0.01%
2,440
21 22
23
24 25