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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
776
$5K ﹤0.01%
340
-300
777
$5K ﹤0.01%
90
-69
778
$5K ﹤0.01%
64
-48
779
$5K ﹤0.01%
40
-36
780
$5K ﹤0.01%
300
781
$5K ﹤0.01%
182
-139
782
$5K ﹤0.01%
363
783
$5K ﹤0.01%
174
-153
784
$5K ﹤0.01%
862
785
$5K ﹤0.01%
243
-123
786
$5K ﹤0.01%
388
787
$5K ﹤0.01%
294
-74
788
$5K ﹤0.01%
136
-105
789
$5K ﹤0.01%
46
790
$5K ﹤0.01%
255
791
$5K ﹤0.01%
875
792
$5K ﹤0.01%
+127
793
$5K ﹤0.01%
200
-145
794
$5K ﹤0.01%
54
-49
795
$5K ﹤0.01%
48
-26
796
$5K ﹤0.01%
125
797
$5K ﹤0.01%
1,000
798
$4K ﹤0.01%
48
-42
799
$4K ﹤0.01%
200
800
$4K ﹤0.01%
127
-227
30 31
32
33 34