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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
$1.07B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
986
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.4M
3
+$1.22M
4
DIS icon
Walt Disney
DIS
+$902K
5
HON icon
Honeywell
HON
+$763K

Top Sells

1
+$3.28M
2
+$2.52M
3
+$1.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.38M
5
BKNG icon
Booking.com
BKNG
+$1.3M

Sector Composition

1 Technology 15.82%
2 Healthcare 14.56%
3 Financials 12.54%
4 Consumer Staples 9.63%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
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877
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878
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880
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881
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882
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883
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884
$0 ﹤0.01%
6
885
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886
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887
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888
$0 ﹤0.01%
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11
890
$0 ﹤0.01%
23
891
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892
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893
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$0 ﹤0.01%
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895
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896
$0 ﹤0.01%
8
-14
897
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-2,400
898
– –
-245
899
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900
$0 ﹤0.01%
100
34 35
36
37 38