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TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.4M
3
+$1.22M
4
DIS icon
Walt Disney
DIS
+$902K
5
HON icon
Honeywell
HON
+$763K

Top Sells

1
+$3.28M
2
+$2.52M
3
+$1.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.38M
5
BKNG icon
Booking.com
BKNG
+$1.3M

Sector Composition

1 Technology 15.82%
2 Healthcare 14.56%
3 Financials 12.54%
4 Consumer Staples 9.63%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$18K ﹤0.01%
650
577
$18K ﹤0.01%
133
578
$18K ﹤0.01%
500
579
$18K ﹤0.01%
363
580
$17K ﹤0.01%
244
581
$17K ﹤0.01%
1,441
582
$17K ﹤0.01%
595
+100
583
$17K ﹤0.01%
1,350
584
$17K ﹤0.01%
170
585
$17K ﹤0.01%
1,878
586
$16K ﹤0.01%
1,194
587
$16K ﹤0.01%
400
588
$16K ﹤0.01%
367
+117
589
$16K ﹤0.01%
800
590
$16K ﹤0.01%
275
-69
591
$16K ﹤0.01%
+170
592
$16K ﹤0.01%
644
593
$16K ﹤0.01%
2,307
+1,604
594
$16K ﹤0.01%
86
595
$16K ﹤0.01%
190
596
$16K ﹤0.01%
538
+344
597
$16K ﹤0.01%
183
598
$15K ﹤0.01%
1,000
599
$15K ﹤0.01%
67
600
$15K ﹤0.01%
120
-77
22 23
24
25 26