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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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$684K
3
+$541K
4
WFC icon
Wells Fargo
WFC
+$483K
5
COF icon
Capital One
COF
+$461K

Top Sells

1
+$752K
2
+$710K
3
+$551K
4
MO icon
Altria Group
MO
+$534K
5
XOM icon
Exxon Mobil
XOM
+$518K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
+100
627
$5K ﹤0.01%
167
628
$5K ﹤0.01%
331
629
$5K ﹤0.01%
100
630
$5K ﹤0.01%
100
631
$5K ﹤0.01%
150
632
$5K ﹤0.01%
200
633
$5K ﹤0.01%
200
634
$5K ﹤0.01%
200
635
– –
0
636
$5K ﹤0.01%
200
637
$5K ﹤0.01%
75
-12
638
$5K ﹤0.01%
200
639
$5K ﹤0.01%
+200
640
$5K ﹤0.01%
+200
641
$5K ﹤0.01%
240
642
$5K ﹤0.01%
+35
643
$4K ﹤0.01%
+100
644
$4K ﹤0.01%
189
-378
645
$4K ﹤0.01%
100
646
$4K ﹤0.01%
134
647
$4K ﹤0.01%
+139
648
$4K ﹤0.01%
100
649
$4K ﹤0.01%
227
650
$4K ﹤0.01%
75
24 25
26
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