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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
$597M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$684K
3
+$541K
4
WFC icon
Wells Fargo
WFC
+$483K
5
COF icon
Capital One
COF
+$461K

Top Sells

1
+$752K
2
+$710K
3
+$551K
4
MO icon
Altria Group
MO
+$534K
5
XOM icon
Exxon Mobil
XOM
+$518K

Sector Composition

1 Industrials 13.87%
2 Healthcare 12.35%
3 Consumer Staples 11.39%
4 Technology 11.22%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-667
702
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-15
703
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-5
704
$0 ﹤0.01%
+200
705
$0 ﹤0.01%
100
706
– –
-178
707
– –
-2,333
708
– –
-100
709
– –
-3,786
710
– –
-146
711
– –
-9,982
712
– –
-10,500
713
– –
-347
714
– –
-10,000
715
$0 ﹤0.01%
30
716
– –
-2,000
717
– –
-150
718
– –
-1,545
719
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-49
720
– –
-1,000
721
– –
-3,480
722
– –
-100
723
$0 ﹤0.01%
120
+96
724
– –
-833
725
– –
-575
26 27 28
29
30