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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
$611M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$752K
2
+$749K
3
+$747K
4
O icon
Realty Income
O
+$741K
5
AAPL icon
Apple
AAPL
+$688K

Top Sells

1
+$3.48M
2
+$1.64M
3
+$1.35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$880K
5
DLR icon
Digital Realty Trust
DLR
+$544K

Sector Composition

1 Industrials 13.59%
2 Healthcare 12.99%
3 Technology 11.48%
4 Consumer Staples 10.73%
5 Energy 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
0
677
$3K ﹤0.01%
+60
678
$2K ﹤0.01%
300
679
$2K ﹤0.01%
10
680
$2K ﹤0.01%
34
-8
681
$2K ﹤0.01%
100
682
$2K ﹤0.01%
+1
683
$2K ﹤0.01%
100
684
$2K ﹤0.01%
50
685
$2K ﹤0.01%
100
686
$2K ﹤0.01%
95
687
$2K ﹤0.01%
49
688
$2K ﹤0.01%
168
689
$2K ﹤0.01%
21
690
$2K ﹤0.01%
98
691
$2K ﹤0.01%
40
692
$2K ﹤0.01%
7
693
$1K ﹤0.01%
+66
694
$1K ﹤0.01%
25
695
$1K ﹤0.01%
14
696
$1K ﹤0.01%
66
697
$1K ﹤0.01%
44
698
$1K ﹤0.01%
129
699
$0 ﹤0.01%
5
700
– –
-200
26 27
28
29 30