TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
900
702
$10K ﹤0.01%
1,060
703
$10K ﹤0.01%
183
704
$10K ﹤0.01%
125
705
$10K ﹤0.01%
352
+46
706
$10K ﹤0.01%
200
707
$10K ﹤0.01%
150
708
$10K ﹤0.01%
+100
709
$10K ﹤0.01%
24
710
$10K ﹤0.01%
1,000
711
$10K ﹤0.01%
75
+25
712
$10K ﹤0.01%
200
713
$10K ﹤0.01%
285
714
$10K ﹤0.01%
700
-1,800
715
$10K ﹤0.01%
260
716
$10K ﹤0.01%
+1,500
717
$9K ﹤0.01%
580
718
$9K ﹤0.01%
400
719
$9K ﹤0.01%
+164
720
$9K ﹤0.01%
+354
721
$9K ﹤0.01%
219
+19
722
$9K ﹤0.01%
1,862
723
$9K ﹤0.01%
+132
724
$9K ﹤0.01%
600
725
$9K ﹤0.01%
+162
27 28
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