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
$687M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$791K
2
+$765K
3
+$758K
4
BLK icon
Blackrock
BLK
+$700K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$511K

Top Sells

1
+$1.14M
2
+$938K
3
+$469K
4
BHP icon
BHP
BHP
+$444K
5
ORCL icon
Oracle
ORCL
+$351K

Sector Composition

1 Healthcare 14.28%
2 Industrials 13.39%
3 Technology 11.49%
4 Consumer Staples 10.47%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+63
727
$3K ﹤0.01%
200
728
$3K ﹤0.01%
+37
729
$3K ﹤0.01%
+54
730
$3K ﹤0.01%
100
731
$3K ﹤0.01%
72
732
$3K ﹤0.01%
29
733
$3K ﹤0.01%
1
734
$3K ﹤0.01%
+82
735
$3K ﹤0.01%
135
-4
736
$3K ﹤0.01%
175
737
$3K ﹤0.01%
+65
738
$2K ﹤0.01%
42
-54
739
$2K ﹤0.01%
+142
740
$2K ﹤0.01%
300
741
$2K ﹤0.01%
+46
742
$2K ﹤0.01%
+50
743
$2K ﹤0.01%
100
744
$2K ﹤0.01%
+127
745
$2K ﹤0.01%
+120
746
$2K ﹤0.01%
+200
747
$2K ﹤0.01%
40
748
$2K ﹤0.01%
44
749
$2K ﹤0.01%
50
-25
750
$2K ﹤0.01%
100
28 29
30
31 32