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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
$925M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.36M
3
+$1.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.59M
5
SBUX icon
Starbucks
SBUX
+$1.34M

Top Sells

1
+$12.2M
2
+$1.04M
3
+$397K
4
CLC
Clarcor
CLC
+$362K
5
FAST icon
Fastenal
FAST
+$354K

Sector Composition

1 Healthcare 13.1%
2 Industrials 13.03%
3 Financials 12.01%
4 Technology 10.9%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
10
-12
802
$1K ﹤0.01%
38
803
$1K ﹤0.01%
100
804
$1K ﹤0.01%
94
805
– –
-16
806
– –
-94
807
– –
-11
808
– –
-10
809
– –
-1,200
810
– –
-42
811
– –
-410
812
– –
-32
813
$0 ﹤0.01%
20
814
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-48
815
$0 ﹤0.01%
199
816
$0 ﹤0.01%
15,000
817
$0 ﹤0.01%
200
818
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-53
819
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820
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-30
821
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-675
822
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-8
823
$0 ﹤0.01%
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824
$0 ﹤0.01%
2
825
$0 ﹤0.01%
44
31 32
33
34 35