TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.02M
3
+$2.47M
4
TDOC icon
Teladoc Health
TDOC
+$2.21M
5
MRK icon
Merck
MRK
+$1.16M

Top Sells

1
+$5.24M
2
+$4.41M
3
+$2.66M
4
NVS icon
Novartis
NVS
+$702K
5
BDX icon
Becton Dickinson
BDX
+$414K

Sector Composition

1 Technology 16.55%
2 Financials 15.94%
3 Healthcare 12.84%
4 Consumer Discretionary 10.24%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$8K ﹤0.01%
120
652
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110
653
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150
656
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31
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100
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+650
659
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661
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46
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664
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82
665
$6K ﹤0.01%
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666
$6K ﹤0.01%
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667
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668
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669
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671
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500
-1,000
672
$6K ﹤0.01%
105
673
$6K ﹤0.01%
30
674
$6K ﹤0.01%
94
675
$5K ﹤0.01%
45
25 26
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28 29