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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
$2.3B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,195
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$4.33M
3 +$3.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.05M
5
MSFT icon
Microsoft
MSFT
+$3.02M

Top Sells

1 +$3.72M
2 +$1.99M
3 +$1.27M
4
UNH icon
UnitedHealth
UNH
+$1.24M
5
PFE icon
Pfizer
PFE
+$725K

Sector Composition

1 Technology 25.67%
2 Financials 14.13%
3 Healthcare 9.17%
4 Consumer Discretionary 8.21%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBS icon
676
Webster Financial
WBS
$11.8B
$27.8K ﹤0.01%
467
ENS icon
677
EnerSys
ENS
$7.98B
$27.7K ﹤0.01%
245
AHR icon
678
American Healthcare REIT
AHR
$9.69B
$27.6K ﹤0.01%
+657
F icon
679
Ford
F
$58B
$27.4K ﹤0.01%
2,292
+413
CGW icon
680
Invesco S&P Global Water Index ETF
CGW
$997M
$27.3K ﹤0.01%
425
DXJ icon
681
WisdomTree Japan Hedged Equity Fund
DXJ
$6.78B
$26.9K ﹤0.01%
210
CTSH icon
682
Cognizant
CTSH
$24.4B
$26.8K ﹤0.01%
400
-47
DIV icon
683
Global X SuperDividend US ETF
DIV
$751M
$26.5K ﹤0.01%
+1,500
HOOD icon
684
Robinhood
HOOD
$81.9B
$26.5K ﹤0.01%
185
IGM icon
685
iShares Expanded Tech Sector ETF
IGM
$10.4B
$26.4K ﹤0.01%
210
EL icon
686
Estee Lauder
EL
$32B
$26.4K ﹤0.01%
300
EZM icon
687
WisdomTree US MidCap Fund
EZM
$912M
$26.4K ﹤0.01%
400
DGRW icon
688
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$26.2K ﹤0.01%
295
+64
AOS icon
689
A.O. Smith
AOS
$8.06B
$25.7K ﹤0.01%
350
GM icon
690
General Motors
GM
$72.7B
$25.6K ﹤0.01%
420
VICI icon
691
VICI Properties
VICI
$30.6B
$25.6K ﹤0.01%
785
BBY icon
692
Best Buy
BBY
$16.2B
$25.3K ﹤0.01%
334
-30
OGN icon
693
Organon & Co
OGN
$3.54B
$25.2K ﹤0.01%
2,360
+30
IWC icon
694
iShares Micro-Cap ETF
IWC
$1.41B
$25K ﹤0.01%
168
MPLX icon
695
MPLX
MPLX
$57.1B
$25K ﹤0.01%
500
FXO icon
696
First Trust Financials AlphaDEX Fund
FXO
$1.04B
$24.9K ﹤0.01%
420
ODFL icon
697
Old Dominion Freight Line
ODFL
$51.2B
$24.8K ﹤0.01%
176
ALLY icon
698
Ally Financial
ALLY
$13.1B
$24.7K ﹤0.01%
629
TDY icon
699
Teledyne Technologies
TDY
$29B
$24.6K ﹤0.01%
42
SFM icon
700
Sprouts Farmers Market
SFM
$8.2B
$24.6K ﹤0.01%
226
+1