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
$753M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$968K
3
+$809K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$654K
5
AMGN icon
Amgen
AMGN
+$581K

Top Sells

1
+$567K
2
+$516K
3
+$496K
4
IBM icon
IBM
IBM
+$465K
5
AXP icon
American Express
AXP
+$443K

Sector Composition

1 Healthcare 14.48%
2 Industrials 13.36%
3 Consumer Staples 11.56%
4 Financials 10.14%
5 Technology 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
+65
702
$4K ﹤0.01%
74
703
$4K ﹤0.01%
+204
704
$4K ﹤0.01%
75
705
$4K ﹤0.01%
134
706
$4K ﹤0.01%
+305
707
$4K ﹤0.01%
555
-106
708
$4K ﹤0.01%
60
709
$4K ﹤0.01%
90
710
$4K ﹤0.01%
148
711
$4K ﹤0.01%
+109
712
$4K ﹤0.01%
+65
713
$4K ﹤0.01%
+52
714
$4K ﹤0.01%
+180
715
$4K ﹤0.01%
+1,155
716
$4K ﹤0.01%
35
717
$4K ﹤0.01%
+100
718
$4K ﹤0.01%
+58
719
$4K ﹤0.01%
+100
720
$3K ﹤0.01%
100
721
$3K ﹤0.01%
100
722
$3K ﹤0.01%
+50
723
$3K ﹤0.01%
+202
724
$3K ﹤0.01%
+1,000
725
$3K ﹤0.01%
+128
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