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
$1.09B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$871K
3
+$596K
4
CVS icon
CVS Health
CVS
+$578K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$561K

Top Sells

1
+$2.86M
2
+$1.92M
3
+$1.31M
4
WFC icon
Wells Fargo
WFC
+$792K
5
AMZN icon
Amazon
AMZN
+$608K

Sector Composition

1 Technology 17.25%
2 Healthcare 13.79%
3 Financials 12.71%
4 Consumer Discretionary 11.22%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+30
702
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+40
703
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11
704
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246
-15
705
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20
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129
707
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+41
708
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450
710
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715
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716
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+204
717
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94
718
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30
719
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720
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721
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17
722
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31
+15
723
$1K ﹤0.01%
71
724
$1K ﹤0.01%
220
725
$1K ﹤0.01%
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27 28
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30 31