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
$1.84B
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.58M
3
+$1.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.47M
5
NEE icon
NextEra Energy
NEE
+$1.37M

Top Sells

1
+$2.67M
2
+$1.77M
3
+$855K
4
CVS icon
CVS Health
CVS
+$800K
5
AMT icon
American Tower
AMT
+$677K

Sector Composition

1 Technology 25.42%
2 Financials 12.67%
3 Healthcare 12.5%
4 Consumer Discretionary 9.02%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6.48K ﹤0.01%
663
727
$6.47K ﹤0.01%
30
728
$6.44K ﹤0.01%
225
729
$6.28K ﹤0.01%
194
730
$6.2K ﹤0.01%
226
731
$6.16K ﹤0.01%
45
732
$6.12K ﹤0.01%
322
733
$6.06K ﹤0.01%
150
734
$5.99K ﹤0.01%
+100
735
$5.92K ﹤0.01%
66
736
$5.87K ﹤0.01%
75
737
$5.8K ﹤0.01%
+71
738
$5.71K ﹤0.01%
1,000
739
$5.68K ﹤0.01%
400
740
$5.58K ﹤0.01%
553
741
$5.57K ﹤0.01%
450
742
$5.52K ﹤0.01%
+157
743
$5.48K ﹤0.01%
383
744
$5.45K ﹤0.01%
200
745
$5.31K ﹤0.01%
160
746
$5.29K ﹤0.01%
200
-1,400
747
$5.16K ﹤0.01%
50
748
$5.12K ﹤0.01%
+92
749
$5.11K ﹤0.01%
105
750
$5.09K ﹤0.01%
230
-15,250
28 29
30
31 32