TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.3B
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.07M
3 +$933K
4
SHEL icon
Shell
SHEL
+$723K
5
DOW icon
Dow Inc
DOW
+$677K

Top Sells

1 +$3.35M
2 +$2.65M
3 +$2.13M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$820K

Sector Composition

1 Technology 19.07%
2 Financials 14.13%
3 Healthcare 13.87%
4 Consumer Discretionary 9.86%
5 Consumer Staples 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-79
802
-2,625
803
-340
804
-333
805
-207
806
-7,135