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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
$1.03B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.21M
3
+$1.15M
4
PAG icon
Penske Automotive Group
PAG
+$979K
5
CVS icon
CVS Health
CVS
+$688K

Top Sells

1
+$1.83M
2
+$1.8M
3
+$1.68M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.67M
5
XOM icon
Exxon Mobil
XOM
+$1.35M

Sector Composition

1 Healthcare 14.32%
2 Financials 13.08%
3 Technology 12.05%
4 Industrials 11.18%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$6K ﹤0.01%
74
752
$6K ﹤0.01%
90
-80
753
$6K ﹤0.01%
168
-125
754
$6K ﹤0.01%
50
-44
755
$6K ﹤0.01%
64
-15
756
$6K ﹤0.01%
385
757
$6K ﹤0.01%
140
-102
758
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112
759
$6K ﹤0.01%
150
760
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761
$6K ﹤0.01%
88
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762
$6K ﹤0.01%
236
763
$6K ﹤0.01%
1,000
764
$6K ﹤0.01%
138
-121
765
$6K ﹤0.01%
60
766
$6K ﹤0.01%
31
767
$6K ﹤0.01%
37
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768
$6K ﹤0.01%
+40
769
$6K ﹤0.01%
220
770
$5K ﹤0.01%
78
-68
771
$5K ﹤0.01%
212
-384
772
$5K ﹤0.01%
125
773
$5K ﹤0.01%
48
-40
774
$5K ﹤0.01%
560
-4,500
775
$5K ﹤0.01%
128
-113
29 30
31
32 33