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
$1.36B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.75M
3
+$1.22M
4
O icon
Realty Income
O
+$1.08M
5
ED icon
Consolidated Edison
ED
+$1.05M

Top Sells

1
+$2.53M
2
+$1.9M
3
+$1.42M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$950K

Sector Composition

1 Technology 17.86%
2 Healthcare 15.74%
3 Financials 13.82%
4 Consumer Staples 9.07%
5 Consumer Discretionary 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8.16K ﹤0.01%
100
702
$8.1K ﹤0.01%
275
703
$8.06K ﹤0.01%
131
704
$7.96K ﹤0.01%
161
705
$7.94K ﹤0.01%
347
706
$7.86K ﹤0.01%
+100
707
$7.83K ﹤0.01%
87
-200
708
$7.81K ﹤0.01%
241
709
$7.8K ﹤0.01%
37
710
$7.7K ﹤0.01%
150
711
$7.69K ﹤0.01%
200
712
$7.67K ﹤0.01%
468
713
$7.48K ﹤0.01%
170
714
$7.47K ﹤0.01%
90
-250
715
$7.45K ﹤0.01%
124
716
$7.18K ﹤0.01%
50
717
$7.12K ﹤0.01%
121
718
$7.06K ﹤0.01%
40
719
$7.04K ﹤0.01%
45
720
$7.03K ﹤0.01%
94
721
$7.01K ﹤0.01%
191
722
$6.88K ﹤0.01%
71
723
$6.79K ﹤0.01%
450
724
$6.78K ﹤0.01%
150
725
$6.75K ﹤0.01%
150
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