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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1 +$791K
2 +$765K
3 +$758K
4
BLK icon
Blackrock
BLK
+$700K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$511K

Top Sells

1 +$1.14M
2 +$938K
3 +$469K
4
BHP icon
BHP
BHP
+$444K
5
ORCL icon
Oracle
ORCL
+$351K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$6K ﹤0.01%
82
-12
677
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250
678
$5K ﹤0.01%
148
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75
680
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+73
681
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2,400
682
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+500
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50
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700
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331