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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
$1.31B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.53M
3
+$1.98M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.82M
5
META icon
Meta Platforms (Facebook)
META
+$1.54M

Top Sells

1
+$2.43M
2
+$2.07M
3
+$1.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$974K
5
PYPL icon
PayPal
PYPL
+$905K

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%
+120
727
$8K ﹤0.01%
+87
728
$8K ﹤0.01%
+69
729
$7K ﹤0.01%
+100
730
$7K ﹤0.01%
+197
731
$7K ﹤0.01%
+15
732
$7K ﹤0.01%
+49
733
$7K ﹤0.01%
+161
734
$7K ﹤0.01%
+100
735
$7K ﹤0.01%
+80
736
$7K ﹤0.01%
+147
737
$7K ﹤0.01%
+380
738
$7K ﹤0.01%
+126
739
$7K ﹤0.01%
+92
740
$7K ﹤0.01%
+121
741
$7K ﹤0.01%
+71
742
$7K ﹤0.01%
+180
743
$7K ﹤0.01%
+29
744
$7K ﹤0.01%
+241
745
$7K ﹤0.01%
+40
746
$7K ﹤0.01%
+64
747
$7K ﹤0.01%
+190
748
$7K ﹤0.01%
+36
749
$7K ﹤0.01%
+104
750
$7K ﹤0.01%
+350
28 29
30
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