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
$179M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.01M
3
+$981K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$717K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$655K

Top Sells

1
+$2.49M
2
+$875K
3
+$295K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$261K
5
FULT icon
Fulton Financial
FULT
+$199K

Sector Composition

1 Healthcare 12.36%
2 Consumer Staples 8.23%
3 Industrials 5.92%
4 Energy 5.35%
5 Technology 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K 0.01%
1,000
402
$12K 0.01%
122
-382
403
$12K 0.01%
800
404
$12K 0.01%
306
405
$11K 0.01%
136
406
$11K 0.01%
498
407
$11K 0.01%
347
408
$11K 0.01%
+372
409
$11K 0.01%
692
410
$11K 0.01%
1,000
411
$11K 0.01%
100
412
$11K 0.01%
1,040
413
$11K 0.01%
612
-50
414
$11K 0.01%
343
+4
415
$10K 0.01%
100
416
$10K 0.01%
8
417
$10K 0.01%
144
418
$10K 0.01%
1,026
419
$10K 0.01%
195
420
$10K 0.01%
123
421
$10K 0.01%
72
422
$10K 0.01%
640
423
$9K 0.01%
170
424
$9K 0.01%
800
425
$9K 0.01%
323
-8
15 16
17
18 19