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
$264M
AUM Growth
+$912K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$664K
3
+$571K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$445K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$417K

Top Sells

1
+$6.49M
2
+$1.35M
3
+$733K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$561K
5
VTV icon
Vanguard Value ETF
VTV
+$438K

Sector Composition

1 Healthcare 11.67%
2 Technology 6.15%
3 Consumer Staples 4.82%
4 Communication Services 4.41%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K 0.01%
+319
352
$22K 0.01%
+131
353
$22K 0.01%
642
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354
$22K 0.01%
1,413
355
$22K 0.01%
1,260
356
$22K 0.01%
213
+1
357
$21K 0.01%
500
358
$21K 0.01%
350
359
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+100
360
$20K 0.01%
2,000
361
$20K 0.01%
300
362
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500
363
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+179
364
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365
$20K 0.01%
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366
$20K 0.01%
333
367
$20K 0.01%
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368
$20K 0.01%
229
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369
$19K 0.01%
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370
$19K 0.01%
152
371
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501
372
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373
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122
374
$19K 0.01%
180
375
$19K 0.01%
735
13 14
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