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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
$1.01B
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.36M
3
+$932K
4
BND icon
Vanguard Total Bond Market
BND
+$795K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$771K

Top Sells

1
+$12.6M
2
+$11.3M
3
+$10.7M
4
MSFT icon
Microsoft
MSFT
+$9.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.55M

Sector Composition

1 Technology 17.04%
2 Healthcare 14%
3 Financials 12.86%
4 Consumer Discretionary 10.44%
5 Consumer Staples 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
175
677
$6K ﹤0.01%
194
-344
678
$6K ﹤0.01%
62
-19
679
$5K ﹤0.01%
363
680
$5K ﹤0.01%
25
681
$5K ﹤0.01%
215
682
$5K ﹤0.01%
79
683
$5K ﹤0.01%
+435
684
$5K ﹤0.01%
139
685
$5K ﹤0.01%
2,335
+1,900
686
$5K ﹤0.01%
94
687
$5K ﹤0.01%
45
688
$5K ﹤0.01%
70
689
$5K ﹤0.01%
250
-1,000
690
$5K ﹤0.01%
200
691
$5K ﹤0.01%
136
-8,706
692
$5K ﹤0.01%
192
693
$5K ﹤0.01%
439
-255
694
$5K ﹤0.01%
82
695
$5K ﹤0.01%
390
-246
696
$5K ﹤0.01%
300
697
$5K ﹤0.01%
110
-75
698
$5K ﹤0.01%
95
699
$4K ﹤0.01%
+230
700
$4K ﹤0.01%
200
-300
26 27
28
29 30