TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.75M
3
+$1.22M
4
O icon
Realty Income
O
+$1.08M
5
ED icon
Consolidated Edison
ED
+$1.05M

Top Sells

1
+$2.53M
2
+$1.9M
3
+$1.42M
4
META icon
Meta Platforms (Facebook)
META
+$1.13M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$950K

Sector Composition

1 Technology 17.86%
2 Healthcare 15.74%
3 Financials 13.82%
4 Consumer Staples 9.07%
5 Consumer Discretionary 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3.1K ﹤0.01%
148
777
$3K ﹤0.01%
+69
778
$2.92K ﹤0.01%
500
779
$2.9K ﹤0.01%
131
780
$2.7K ﹤0.01%
337
-557
781
$2.62K ﹤0.01%
200
782
$2.61K ﹤0.01%
160
783
$2.55K ﹤0.01%
252
+203
784
$2.38K ﹤0.01%
300
785
$2.37K ﹤0.01%
100
786
$2.34K ﹤0.01%
200
787
$2.32K ﹤0.01%
60
788
$2.28K ﹤0.01%
80
789
$2.14K ﹤0.01%
120
790
$2.1K ﹤0.01%
+21
791
$2.04K ﹤0.01%
105
792
$2.03K ﹤0.01%
200
793
$1.95K ﹤0.01%
+30
794
$1.87K ﹤0.01%
246
795
$1.87K ﹤0.01%
300
796
$1.75K ﹤0.01%
13
797
$1.72K ﹤0.01%
30
798
$1.67K ﹤0.01%
+38
799
$1.43K ﹤0.01%
+10
800
$1.32K ﹤0.01%
34
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30 31
32
33 34