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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
$1.06B
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.48M
3
+$1.23M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.14M
5
BDX icon
Becton Dickinson
BDX
+$850K

Top Sells

1
+$1.89M
2
+$1.87M
3
+$835K
4
AIVI icon
WisdomTree International AI Enhanced Value Fund
AIVI
+$741K
5
CVX icon
Chevron
CVX
+$580K

Sector Composition

1 Financials 13.42%
2 Healthcare 13.06%
3 Industrials 12.26%
4 Technology 11.67%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17K ﹤0.01%
730
627
$17K ﹤0.01%
260
628
$17K ﹤0.01%
351
629
$17K ﹤0.01%
200
630
$17K ﹤0.01%
75
631
$17K ﹤0.01%
418
632
$17K ﹤0.01%
131
+56
633
$17K ﹤0.01%
203
634
$17K ﹤0.01%
860
635
$17K ﹤0.01%
1,100
636
$16K ﹤0.01%
1,150
637
$16K ﹤0.01%
2,500
638
$16K ﹤0.01%
650
639
$16K ﹤0.01%
1,020
640
$16K ﹤0.01%
75
641
$16K ﹤0.01%
269
642
$15K ﹤0.01%
160
643
$15K ﹤0.01%
400
644
$15K ﹤0.01%
132
645
$15K ﹤0.01%
165
646
$15K ﹤0.01%
102
-27
647
$15K ﹤0.01%
2,000
648
$15K ﹤0.01%
827
649
$14K ﹤0.01%
961
650
$14K ﹤0.01%
330
24 25
26
27 28