TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$1.83M
3
+$1.7M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$1.37M
5
PARA
Paramount Global Class B
PARA
+$1.17M

Top Sells

1
+$7.7M
2
+$4.01M
3
+$2.45M
4
TDOC icon
Teladoc Health
TDOC
+$1.62M
5
CBU icon
Community Bank
CBU
+$836K

Sector Composition

1 Technology 17.37%
2 Financials 15.1%
3 Healthcare 12.75%
4 Consumer Discretionary 10.5%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K ﹤0.01%
+100
652
$9K ﹤0.01%
+28
653
$9K ﹤0.01%
64
654
$9K ﹤0.01%
500
655
$8K ﹤0.01%
135
-215
656
$8K ﹤0.01%
20
657
$8K ﹤0.01%
35
658
$8K ﹤0.01%
400
659
$8K ﹤0.01%
+100
660
$8K ﹤0.01%
+56
661
$8K ﹤0.01%
224
+194
662
$8K ﹤0.01%
+150
663
$8K ﹤0.01%
82
664
$8K ﹤0.01%
71
-21
665
$8K ﹤0.01%
150
666
$8K ﹤0.01%
100
667
$8K ﹤0.01%
150
668
$7K ﹤0.01%
75
669
$7K ﹤0.01%
160
670
$7K ﹤0.01%
79
671
$7K ﹤0.01%
1,362
672
$7K ﹤0.01%
31
673
$7K ﹤0.01%
650
674
$6K ﹤0.01%
+65
675
$6K ﹤0.01%
300
25 26
27
28 29