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
$1.31B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.49M
3
+$1.88M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Top Sells

1
+$2.15M
2
+$2.07M
3
+$1.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$940K
5
SJM icon
J.M. Smucker
SJM
+$734K

Sector Composition

1 Technology 17.95%
2 Healthcare 15.18%
3 Financials 13.24%
4 Consumer Discretionary 9.03%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
+9
827
$3K ﹤0.01%
+40
828
$3K ﹤0.01%
+100
829
$3K ﹤0.01%
+466
830
$3K ﹤0.01%
+80
831
$3K ﹤0.01%
+7
832
$3K ﹤0.01%
+760
833
$3K ﹤0.01%
+100
834
$3K ﹤0.01%
+94
835
$3K ﹤0.01%
+148
836
$3K ﹤0.01%
+150
837
$3K ﹤0.01%
+18
838
$3K ﹤0.01%
+30
839
$3K ﹤0.01%
+120
840
$3K ﹤0.01%
+300
841
$3K ﹤0.01%
+110
842
$3K ﹤0.01%
+131
843
$3K ﹤0.01%
+125
844
$3K ﹤0.01%
+44
845
$2K ﹤0.01%
+30
846
$2K ﹤0.01%
+40
847
$2K ﹤0.01%
+29
848
$2K ﹤0.01%
+105
849
$2K ﹤0.01%
+48
850
$2K ﹤0.01%
+300
32 33
34
35 36