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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.12M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
DIS icon
Walt Disney
DIS
+$973K

Top Sells

1
+$1.69M
2
+$1.03M
3
+$978K
4
T icon
AT&T
T
+$760K
5
BA icon
Boeing
BA
+$446K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$11K ﹤0.01%
+203
652
$11K ﹤0.01%
+350
653
$11K ﹤0.01%
+100
654
$11K ﹤0.01%
+80
655
$11K ﹤0.01%
+200
656
$11K ﹤0.01%
+380
657
$11K ﹤0.01%
+100
658
$11K ﹤0.01%
+300
659
$11K ﹤0.01%
+110
660
$11K ﹤0.01%
+100
661
$10K ﹤0.01%
+50
662
$10K ﹤0.01%
+128
663
$10K ﹤0.01%
+73
664
$10K ﹤0.01%
+100
665
$10K ﹤0.01%
+600
666
$10K ﹤0.01%
+400
667
$10K ﹤0.01%
+82
668
$10K ﹤0.01%
+300
669
$9K ﹤0.01%
+135
670
$9K ﹤0.01%
+100
671
$9K ﹤0.01%
+56
672
$9K ﹤0.01%
+450
673
$9K ﹤0.01%
+180
674
$9K ﹤0.01%
+24
675
$9K ﹤0.01%
+194
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