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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
801
$4K ﹤0.01%
150
802
$4K ﹤0.01%
350
803
$4K ﹤0.01%
17
804
$4K ﹤0.01%
58
805
$4K ﹤0.01%
104
-1
806
$4K ﹤0.01%
46
-40
807
$4K ﹤0.01%
41
808
$4K ﹤0.01%
265
809
$4K ﹤0.01%
64
-48
810
$4K ﹤0.01%
66
-58
811
$4K ﹤0.01%
43
812
$4K ﹤0.01%
82
813
$4K ﹤0.01%
220
814
$4K ﹤0.01%
65
815
$4K ﹤0.01%
62
816
$4K ﹤0.01%
138
-728
817
$4K ﹤0.01%
82
818
$4K ﹤0.01%
210
819
$4K ﹤0.01%
104
820
$4K ﹤0.01%
139
821
$4K ﹤0.01%
400
822
$4K ﹤0.01%
250
823
$4K ﹤0.01%
142
-127
824
$4K ﹤0.01%
357
825
$3K ﹤0.01%
24
-66
31 32
33
34 35