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
$2.4B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,196
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$6.62M
3
+$6.2M
4
AAPL icon
Apple
AAPL
+$4.19M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.62M

Top Sells

1
+$7.4M
2
+$3.46M
3
+$2.16M
4
BDX icon
Becton Dickinson
BDX
+$1.66M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.38M

Sector Composition

1 Technology 25.48%
2 Financials 13.75%
3 Healthcare 9.26%
4 Communication Services 8.92%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BGRO
1176
BlackRock Large Cap Growth ETF
BGRO
$8.72M
– –
-1,171
DXUV
1177
Dimensional US Vector Equity ETF
DXUV
$334M
– –
-24
AMTM
1178
Amentum Holdings
AMTM
$8.48B
– –
-18
SNRE
1179
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
– –
-1,980
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