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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
$1.06B
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,042
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.48M
3
+$1.23M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.14M
5
BDX icon
Becton Dickinson
BDX
+$850K

Top Sells

1
+$1.89M
2
+$1.87M
3
+$835K
4
AIVI icon
WisdomTree International AI Enhanced Value Fund
AIVI
+$741K
5
CVX icon
Chevron
CVX
+$580K

Sector Composition

1 Financials 13.42%
2 Healthcare 13.06%
3 Industrials 12.26%
4 Technology 11.67%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
208
827
$3K ﹤0.01%
36
828
$3K ﹤0.01%
4
829
$3K ﹤0.01%
164
830
$3K ﹤0.01%
200
831
$3K ﹤0.01%
1,000
832
$3K ﹤0.01%
762
833
$3K ﹤0.01%
210
834
$3K ﹤0.01%
112
835
$2K ﹤0.01%
+180
836
$2K ﹤0.01%
74
-13
837
$2K ﹤0.01%
200
838
$2K ﹤0.01%
700
839
$2K ﹤0.01%
174
-2,500
840
$2K ﹤0.01%
28
841
$2K ﹤0.01%
412
842
$2K ﹤0.01%
+500
843
$2K ﹤0.01%
10
844
$2K ﹤0.01%
64
845
$2K ﹤0.01%
17
846
$2K ﹤0.01%
25
847
$2K ﹤0.01%
125
848
$2K ﹤0.01%
54
849
$2K ﹤0.01%
47
850
$2K ﹤0.01%
50
32 33
34
35 36