KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$617K
3
+$402K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$237K
5
VV icon
Vanguard Large-Cap ETF
VV
+$180K

Top Sells

1
+$814K
2
+$247K
3
+$245K
4
HAR
Harman International Industries
HAR
+$202K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$198K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.39%
3 Technology 4.79%
4 Energy 4.61%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K 0.01%
400
352
$18K 0.01%
1,208
353
$17K 0.01%
60
354
$17K 0.01%
252
355
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460
356
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1,167
357
$17K 0.01%
840
358
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359
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310
360
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525
361
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333
362
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505
363
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364
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+388
365
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1,231
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366
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367
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368
$16K 0.01%
11,100
369
$16K 0.01%
310
370
$16K 0.01%
529
-1,245
371
$15K 0.01%
101
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372
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338
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373
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374
$15K 0.01%
550
375
$15K 0.01%
850
13 14
15
16 17