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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
$1.53B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.48M
3
+$1.47M
4
CVX icon
Chevron
CVX
+$1.38M
5
NEE icon
NextEra Energy
NEE
+$1.36M

Top Sells

1
+$2.23M
2
+$2.18M
3
+$1.35M
4
D icon
Dominion Energy
D
+$1.14M
5
DLR icon
Digital Realty Trust
DLR
+$1.01M

Sector Composition

1 Technology 22.54%
2 Healthcare 13.75%
3 Financials 12.91%
4 Consumer Discretionary 9.61%
5 Consumer Staples 9.1%
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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-80
883
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884
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885
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-150
886
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-191
887
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-95
888
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889
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890
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-35
891
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-62
892
– –
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893
– –
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