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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
$1.01B
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.36M
3
+$932K
4
BND icon
Vanguard Total Bond Market
BND
+$795K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$771K

Top Sells

1
+$12.6M
2
+$11.3M
3
+$10.7M
4
MSFT icon
Microsoft
MSFT
+$9.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.55M

Sector Composition

1 Technology 17.04%
2 Healthcare 14%
3 Financials 12.86%
4 Consumer Discretionary 10.44%
5 Consumer Staples 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
20
752
$1K ﹤0.01%
15
-18
753
$1K ﹤0.01%
49
754
– –
-35
755
– –
-150
756
– –
-29
757
$0 ﹤0.01%
19
758
– –
-1,011
759
– –
-200
760
– –
-7,200
761
– –
-375
762
– –
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763
$0 ﹤0.01%
17
764
$0 ﹤0.01%
10
765
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-775
766
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767
$0 ﹤0.01%
10
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768
– –
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769
$0 ﹤0.01%
50
770
– –
-133
771
– –
-10
772
– –
-7,551
773
$0 ﹤0.01%
6
774
$0 ﹤0.01%
28
-378
775
$0 ﹤0.01%
6
-98
29 30
31
32 33