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
$1.59B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.12M
3
+$1.75M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
DIS icon
Walt Disney
DIS
+$973K

Top Sells

1
+$1.69M
2
+$1.03M
3
+$978K
4
T icon
AT&T
T
+$760K
5
BA icon
Boeing
BA
+$446K

Sector Composition

1 Technology 19.37%
2 Financials 13.8%
3 Healthcare 13.3%
4 Consumer Discretionary 10.56%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7K ﹤0.01%
+30
702
$7K ﹤0.01%
+44
703
$7K ﹤0.01%
+553
704
$6K ﹤0.01%
+8
705
$6K ﹤0.01%
+500
706
$6K ﹤0.01%
+13
707
$6K ﹤0.01%
+40
708
$6K ﹤0.01%
+130
709
$6K ﹤0.01%
+75
710
$6K ﹤0.01%
+96
711
$6K ﹤0.01%
+100
712
$6K ﹤0.01%
+1,650
713
$6K ﹤0.01%
+50
714
$6K ﹤0.01%
+400
715
$6K ﹤0.01%
+100
716
$5K ﹤0.01%
+45
717
$5K ﹤0.01%
+300
718
$5K ﹤0.01%
+160
719
$5K ﹤0.01%
+76
720
$5K ﹤0.01%
+105
721
$5K ﹤0.01%
+99
722
$5K ﹤0.01%
+57
723
$5K ﹤0.01%
+85
724
$4K ﹤0.01%
+51
725
$4K ﹤0.01%
+206
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