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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
$1.09B
AUM Growth
+$79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$871K
3
+$616K
4
MA icon
Mastercard
MA
+$573K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$558K

Top Sells

1
+$2.87M
2
+$1.81M
3
+$1.31M
4
WFC icon
Wells Fargo
WFC
+$831K
5
AMZN icon
Amazon
AMZN
+$609K

Sector Composition

1 Technology 17.25%
2 Healthcare 13.79%
3 Financials 12.71%
4 Consumer Discretionary 11.22%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
23
727
$1K ﹤0.01%
25
728
$1K ﹤0.01%
120
729
$1K ﹤0.01%
2
730
$1K ﹤0.01%
100
731
$1K ﹤0.01%
40
732
$1K ﹤0.01%
+33
733
$1K ﹤0.01%
42
734
$1K ﹤0.01%
20
735
$1K ﹤0.01%
41
+22
736
$1K ﹤0.01%
37
+19
737
$1K ﹤0.01%
38
+19
738
$1K ﹤0.01%
24
-400
739
$1K ﹤0.01%
37
740
– –
-1,000
741
– –
-500
742
– –
-900
743
– –
-150
744
– –
-312
745
– –
-1,500
746
– –
-787
747
– –
-298
748
$0 ﹤0.01%
4
-6
749
– –
-1,103
750
$0 ﹤0.01%
133
28 29
30
31 32