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
$243M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$414K
3
+$398K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$273K
5
GM icon
General Motors
GM
+$269K

Top Sells

1
+$919K
2
+$745K
3
+$390K
4
XOM icon
Exxon Mobil
XOM
+$253K
5
WFC icon
Wells Fargo
WFC
+$251K

Sector Composition

1 Healthcare 10.4%
2 Consumer Staples 5.31%
3 Financials 5.26%
4 Technology 5.15%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$24K 0.01%
700
352
$23K 0.01%
771
353
$23K 0.01%
360
354
$23K 0.01%
392
355
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480
356
$23K 0.01%
681
357
$23K 0.01%
2,000
358
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+2,020
359
$22K 0.01%
+500
360
$22K 0.01%
269
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361
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500
362
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1,260
363
$22K 0.01%
550
364
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900
365
$21K 0.01%
200
366
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374
367
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350
368
$21K 0.01%
1,026
369
$21K 0.01%
372
370
$20K 0.01%
1,232
371
$20K 0.01%
169
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372
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$19K 0.01%
75
374
$19K 0.01%
122
375
$19K 0.01%
135
+100
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