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
701
$4K ﹤0.01%
+300
702
$4K ﹤0.01%
+242
703
$4K ﹤0.01%
134
704
$4K ﹤0.01%
+75
705
$4K ﹤0.01%
+39
706
$4K ﹤0.01%
250
707
$4K ﹤0.01%
+98
708
$4K ﹤0.01%
114
-18
709
$4K ﹤0.01%
+65
710
$4K ﹤0.01%
527
711
$4K ﹤0.01%
+220
712
$4K ﹤0.01%
+74
713
$4K ﹤0.01%
100
714
$4K ﹤0.01%
+191
715
$4K ﹤0.01%
+210
716
$4K ﹤0.01%
35
717
$4K ﹤0.01%
300
718
– –
0
719
$3K ﹤0.01%
44
+15
720
$3K ﹤0.01%
+76
721
$3K ﹤0.01%
+176
722
$3K ﹤0.01%
+119
723
$3K ﹤0.01%
32
-6
724
$3K ﹤0.01%
+59
725
$3K ﹤0.01%
+117
27 28
29
30 31