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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
$1.06B
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.48M
3
+$1.23M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.14M
5
BDX icon
Becton Dickinson
BDX
+$850K

Top Sells

1
+$1.89M
2
+$1.87M
3
+$835K
4
AIVI icon
WisdomTree International AI Enhanced Value Fund
AIVI
+$741K
5
CVX icon
Chevron
CVX
+$580K

Sector Composition

1 Financials 13.42%
2 Healthcare 13.06%
3 Industrials 12.26%
4 Technology 11.67%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
200
702
$10K ﹤0.01%
1,862
703
$10K ﹤0.01%
315
-302
704
$10K ﹤0.01%
500
705
$9K ﹤0.01%
162
706
$9K ﹤0.01%
125
707
$9K ﹤0.01%
207
+18
708
$9K ﹤0.01%
400
709
$9K ﹤0.01%
150
710
$9K ﹤0.01%
480
711
$9K ﹤0.01%
183
712
$9K ﹤0.01%
+300
713
$9K ﹤0.01%
132
714
$9K ﹤0.01%
200
715
$9K ﹤0.01%
285
716
$9K ﹤0.01%
218
717
$9K ﹤0.01%
900
718
$9K ﹤0.01%
1,060
719
$8K ﹤0.01%
60
720
$8K ﹤0.01%
125
721
$8K ﹤0.01%
600
722
$8K ﹤0.01%
306
-48
723
$8K ﹤0.01%
344
-8
724
$8K ﹤0.01%
150
725
$8K ﹤0.01%
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