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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
626
$12K ﹤0.01%
200
627
$12K ﹤0.01%
20
628
$12K ﹤0.01%
2,369
-660
629
$12K ﹤0.01%
1,550
630
$12K ﹤0.01%
564
+110
631
$12K ﹤0.01%
699
632
$12K ﹤0.01%
138
-33
633
$12K ﹤0.01%
3,100
634
$12K ﹤0.01%
42
635
$12K ﹤0.01%
975
+475
636
$12K ﹤0.01%
300
637
$12K ﹤0.01%
3,375
638
$11K ﹤0.01%
1,010
639
$11K ﹤0.01%
184
640
$11K ﹤0.01%
1,000
641
$11K ﹤0.01%
73
-20
642
$11K ﹤0.01%
402
-63
643
$11K ﹤0.01%
+102
644
$11K ﹤0.01%
1,000
645
$11K ﹤0.01%
237
646
$11K ﹤0.01%
300
647
$11K ﹤0.01%
700
648
$10K ﹤0.01%
61
-18
649
$10K ﹤0.01%
300
650
$10K ﹤0.01%
20
-15
24 25
26
27 28