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
$753M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$968K
3
+$809K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$654K
5
AMGN icon
Amgen
AMGN
+$581K

Top Sells

1
+$567K
2
+$516K
3
+$496K
4
IBM icon
IBM
IBM
+$465K
5
AXP icon
American Express
AXP
+$443K

Sector Composition

1 Healthcare 14.48%
2 Industrials 13.36%
3 Consumer Staples 11.56%
4 Financials 10.14%
5 Technology 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
+55
652
$6K ﹤0.01%
183
653
$6K ﹤0.01%
200
654
$6K ﹤0.01%
125
655
$6K ﹤0.01%
+110
656
$6K ﹤0.01%
200
657
$6K ﹤0.01%
218
658
$5K ﹤0.01%
150
659
$5K ﹤0.01%
50
660
$5K ﹤0.01%
2,400
661
$5K ﹤0.01%
+80
662
$5K ﹤0.01%
105
663
$5K ﹤0.01%
650
664
$5K ﹤0.01%
+79
665
$5K ﹤0.01%
+639
666
$5K ﹤0.01%
+218
667
$5K ﹤0.01%
+305
668
$5K ﹤0.01%
300
669
$5K ﹤0.01%
+85
670
$5K ﹤0.01%
+138
671
$5K ﹤0.01%
+50
672
$5K ﹤0.01%
200
673
$5K ﹤0.01%
+800
674
$5K ﹤0.01%
+60
675
$5K ﹤0.01%
874
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