TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
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
+$4.54M
2
+$3.49M
3
+$1.88M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Top Sells

1
+$2.15M
2
+$2.07M
3
+$1.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$940K
5
SJM icon
J.M. Smucker
SJM
+$734K

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
726
$8K ﹤0.01%
+763
727
$8K ﹤0.01%
+450
728
$8K ﹤0.01%
+347
729
$7K ﹤0.01%
+197
730
$7K ﹤0.01%
+104
731
$7K ﹤0.01%
+80
732
$7K ﹤0.01%
+147
733
$7K ﹤0.01%
+380
734
$7K ﹤0.01%
+126
735
$7K ﹤0.01%
+180
736
$7K ﹤0.01%
+29
737
$7K ﹤0.01%
+241
738
$7K ﹤0.01%
+40
739
$7K ﹤0.01%
+64
740
$7K ﹤0.01%
+190
741
$7K ﹤0.01%
+36
742
$7K ﹤0.01%
+15
743
$7K ﹤0.01%
+49
744
$7K ﹤0.01%
+161
745
$7K ﹤0.01%
+350
746
$7K ﹤0.01%
+100
747
$7K ﹤0.01%
+100
748
$7K ﹤0.01%
+92
749
$7K ﹤0.01%
+121
750
$7K ﹤0.01%
+71
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