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
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9K ﹤0.01%
350
727
$9K ﹤0.01%
269
728
$9K ﹤0.01%
520
729
$9K ﹤0.01%
218
-129
730
$9K ﹤0.01%
500
731
$8K ﹤0.01%
189
-62
732
$8K ﹤0.01%
125
733
$8K ﹤0.01%
150
734
$8K ﹤0.01%
600
-4,640
735
$8K ﹤0.01%
384
+36
736
$8K ﹤0.01%
+88
737
$8K ﹤0.01%
480
738
$8K ﹤0.01%
+75
739
$8K ﹤0.01%
136
740
$8K ﹤0.01%
+100
741
$8K ﹤0.01%
255
742
$8K ﹤0.01%
500
743
$7K ﹤0.01%
300
744
$7K ﹤0.01%
+118
745
$7K ﹤0.01%
300
746
$7K ﹤0.01%
150
747
$7K ﹤0.01%
+400
748
$7K ﹤0.01%
397
-36
749
$7K ﹤0.01%
+388
750
$7K ﹤0.01%
73
28 29
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