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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
851
$2K ﹤0.01%
44
852
$2K ﹤0.01%
50
853
$2K ﹤0.01%
+100
854
$2K ﹤0.01%
30
855
$2K ﹤0.01%
42
856
$2K ﹤0.01%
+400
857
$2K ﹤0.01%
+72
858
$2K ﹤0.01%
42
859
$1K ﹤0.01%
12
860
$1K ﹤0.01%
57
861
$1K ﹤0.01%
88
862
$1K ﹤0.01%
50
863
$1K ﹤0.01%
5
864
$1K ﹤0.01%
17
-1
865
$1K ﹤0.01%
29
866
$1K ﹤0.01%
17
867
$1K ﹤0.01%
+1
868
$1K ﹤0.01%
12
869
$1K ﹤0.01%
12
870
$1K ﹤0.01%
29
-100
871
$1K ﹤0.01%
11
872
$1K ﹤0.01%
22
873
$1K ﹤0.01%
30
874
$1K ﹤0.01%
21
875
$1K ﹤0.01%
29
33 34
35
36 37