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
$1.31B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.53M
3
+$1.98M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.82M
5
META icon
Meta Platforms (Facebook)
META
+$1.54M

Top Sells

1
+$2.43M
2
+$2.07M
3
+$1.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$974K
5
PYPL icon
PayPal
PYPL
+$905K

Sector Composition

1 Technology 17.95%
2 Healthcare 15.18%
3 Financials 13.24%
4 Consumer Discretionary 9.03%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
+39
777
$5K ﹤0.01%
+69
778
$5K ﹤0.01%
+55
779
$5K ﹤0.01%
+553
780
$5K ﹤0.01%
+1,650
781
$5K ﹤0.01%
+5,000
782
$5K ﹤0.01%
+80
783
$5K ﹤0.01%
+200
784
$5K ﹤0.01%
+141
785
$5K ﹤0.01%
+82
786
$5K ﹤0.01%
+241
787
$5K ﹤0.01%
+31
788
$5K ﹤0.01%
+488
789
$4K ﹤0.01%
+79
790
$4K ﹤0.01%
+90
791
$4K ﹤0.01%
+76
792
$4K ﹤0.01%
+14
793
$4K ﹤0.01%
+24
794
$4K ﹤0.01%
+200
795
$4K ﹤0.01%
+51
796
$4K ﹤0.01%
+94
797
$4K ﹤0.01%
+123
798
$4K ﹤0.01%
+81
799
$4K ﹤0.01%
+17
800
$4K ﹤0.01%
+179
30 31
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