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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
$1.31B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.53M
3
+$1.98M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.82M
5
META icon
Meta Platforms (Facebook)
META
+$1.54M

Top Sells

1
+$2.43M
2
+$2.07M
3
+$1.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$974K
5
PYPL icon
PayPal
PYPL
+$905K

Sector Composition

1 Technology 17.95%
2 Healthcare 15.18%
3 Financials 13.24%
4 Consumer Discretionary 9.03%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14K ﹤0.01%
+300
627
$14K ﹤0.01%
+50
628
$14K ﹤0.01%
+1,600
629
$13K ﹤0.01%
+85
630
$13K ﹤0.01%
+900
631
$13K ﹤0.01%
+231
632
$13K ﹤0.01%
+116
633
$13K ﹤0.01%
+109
634
$13K ﹤0.01%
+142
635
$13K ﹤0.01%
+1,441
636
$13K ﹤0.01%
+62
637
$13K ﹤0.01%
+300
638
$13K ﹤0.01%
+198
639
$13K ﹤0.01%
+113
640
$13K ﹤0.01%
+22
641
$13K ﹤0.01%
+95
642
$13K ﹤0.01%
+746
643
$13K ﹤0.01%
+209
644
$13K ﹤0.01%
+300
645
$13K ﹤0.01%
765
-15,000
646
$12K ﹤0.01%
+167
647
$12K ﹤0.01%
+160
648
$12K ﹤0.01%
+148
649
$12K ﹤0.01%
+250
650
$12K ﹤0.01%
+300
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