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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
$2.12B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.47M
3
+$2.42M
4
CRM icon
Salesforce
CRM
+$2.28M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.11M

Top Sells

1
+$10.2M
2
+$2.58M
3
+$1.27M
4
BDX icon
Becton Dickinson
BDX
+$946K
5
PFE icon
Pfizer
PFE
+$849K

Sector Composition

1 Technology 25.16%
2 Financials 14.61%
3 Healthcare 9.13%
4 Consumer Discretionary 8.57%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-5,506
1102
– –
-76
1103
– –
-156
1104
– –
-369
1105
– –
-309
1106
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-214
1107
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-1,320
1108
– –
-59
1109
– –
-89
1110
– –
-5
1111
– –
-513
1112
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-58
1113
– –
-23
1114
– –
-28
1115
– –
-1,000
1116
– –
-25
1117
– –
-111
1118
– –
-1,000
1119
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-87
1120
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-15
1121
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-83
1122
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-359
1123
– –
-2,000
1124
– –
-324
1125
– –
-18
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