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
$2.06B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$9.3M
3 +$4.67M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M

Top Sells

1 +$2.52M
2 +$2.29M
3 +$1.95M
4
MSM icon
MSC Industrial Direct
MSM
+$1.74M
5
CMCSA icon
Comcast
CMCSA
+$1.69M

Sector Composition

1 Technology 25.01%
2 Financials 13.72%
3 Healthcare 10.59%
4 Consumer Discretionary 9.17%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$14.7K ﹤0.01%
70
727
$14.6K ﹤0.01%
+450
728
$14.5K ﹤0.01%
100
729
$14.4K ﹤0.01%
216
730
$14.1K ﹤0.01%
256
-4
731
$14.1K ﹤0.01%
61
732
$13.9K ﹤0.01%
900
733
$13.8K ﹤0.01%
+175
734
$13.8K ﹤0.01%
100
735
$13.6K ﹤0.01%
+200
736
$13.6K ﹤0.01%
127
737
$13.5K ﹤0.01%
+1,500
738
$13.4K ﹤0.01%
250
739
$13.2K ﹤0.01%
73
740
$13.1K ﹤0.01%
260
+205
741
$12.9K ﹤0.01%
728
742
$12.6K ﹤0.01%
374
743
$12.6K ﹤0.01%
+750
744
$12.5K ﹤0.01%
+1,300
745
$12.5K ﹤0.01%
769
746
$12.2K ﹤0.01%
157
747
$12.1K ﹤0.01%
1,274
748
$12.1K ﹤0.01%
100
749
$12.1K ﹤0.01%
+500
750
$11.9K ﹤0.01%
7