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
$263M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$4.83M
3
+$1.05M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$973K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$826K

Top Sells

1
+$2.88M
2
+$317K
3
+$313K
4
VZ icon
Verizon
VZ
+$279K
5
RTX icon
RTX Corp
RTX
+$272K

Sector Composition

1 Healthcare 9.99%
2 Technology 8.32%
3 Consumer Staples 4.58%
4 Communication Services 4.11%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
+1,366
352
$21K 0.01%
257
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353
$21K 0.01%
350
354
$20K 0.01%
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355
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356
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357
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350
358
$19K 0.01%
152
359
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360
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361
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501
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364
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366
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375
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250
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13 14
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