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
$1.08B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.2M
3
+$1.03M
4
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$927K
5
SBUX icon
Starbucks
SBUX
+$779K

Top Sells

1
+$1.82M
2
+$758K
3
+$716K
4
NOV icon
NOV
NOV
+$460K
5
VZ icon
Verizon
VZ
+$455K

Sector Composition

1 Healthcare 13.05%
2 Financials 13.04%
3 Industrials 12.61%
4 Technology 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$7K ﹤0.01%
83
752
$7K ﹤0.01%
+105
753
$7K ﹤0.01%
145
754
$7K ﹤0.01%
31
755
$6K ﹤0.01%
50
-325
756
$6K ﹤0.01%
190
757
$6K ﹤0.01%
700
758
$6K ﹤0.01%
140
759
$6K ﹤0.01%
350
760
$6K ﹤0.01%
300
761
$6K ﹤0.01%
265
762
$6K ﹤0.01%
250
763
$6K ﹤0.01%
134
764
$6K ﹤0.01%
113
765
$6K ﹤0.01%
400
-127
766
$6K ﹤0.01%
105
767
$6K ﹤0.01%
60
768
$6K ﹤0.01%
33
769
$6K ﹤0.01%
240
770
$6K ﹤0.01%
104
771
$5K ﹤0.01%
1,000
772
$5K ﹤0.01%
300
773
$5K ﹤0.01%
200
-2,450
774
$5K ﹤0.01%
49
775
$5K ﹤0.01%
310
+42
29 30
31
32 33