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
$1.31B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.53M
3
+$1.98M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.82M
5
META icon
Meta Platforms (Facebook)
META
+$1.54M

Top Sells

1
+$2.43M
2
+$2.07M
3
+$1.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$974K
5
PYPL icon
PayPal
PYPL
+$905K

Sector Composition

1 Technology 17.95%
2 Healthcare 15.18%
3 Financials 13.24%
4 Consumer Discretionary 9.03%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$9K ﹤0.01%
+600
702
$9K ﹤0.01%
+380
703
$9K ﹤0.01%
+198
704
$9K ﹤0.01%
+300
705
$9K ﹤0.01%
+200
706
$9K ﹤0.01%
+120
707
$9K ﹤0.01%
+300
708
$9K ﹤0.01%
+150
709
$9K ﹤0.01%
+152
710
$9K ﹤0.01%
+300
711
$9K ﹤0.01%
+64
712
$8K ﹤0.01%
+468
713
$8K ﹤0.01%
+50
714
$8K ﹤0.01%
+161
715
$8K ﹤0.01%
+450
716
$8K ﹤0.01%
+347
717
$8K ﹤0.01%
+124
718
$8K ﹤0.01%
+195
719
$8K ﹤0.01%
+69
720
$8K ﹤0.01%
+92
721
$8K ﹤0.01%
+134
722
$8K ﹤0.01%
+763
723
$8K ﹤0.01%
+168
724
$8K ﹤0.01%
+250
725
$8K ﹤0.01%
+110
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