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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
$239M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.1M
3
+$1.95M
4
PFS icon
Provident Financial Services
PFS
+$1.58M
5
WTRG icon
Essential Utilities
WTRG
+$1.36M

Top Sells

1
+$2.31M
2
+$1.62M
3
+$1.24M
4
VFH icon
Vanguard Financials ETF
VFH
+$907K
5
WST icon
West Pharmaceutical
WST
+$701K

Sector Composition

1 Healthcare 11.71%
2 Consumer Staples 5.72%
3 Financials 5.26%
4 Industrials 4.56%
5 Technology 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
200
452
$5K ﹤0.01%
300
453
$5K ﹤0.01%
35
454
$5K ﹤0.01%
67
455
$4K ﹤0.01%
113
456
$4K ﹤0.01%
+630
457
$4K ﹤0.01%
200
458
$4K ﹤0.01%
+258
459
$4K ﹤0.01%
52
460
$4K ﹤0.01%
90
461
$4K ﹤0.01%
+327
462
$4K ﹤0.01%
150
463
$4K ﹤0.01%
+141
464
$4K ﹤0.01%
+850
465
$4K ﹤0.01%
115
466
$4K ﹤0.01%
200
-200
467
$4K ﹤0.01%
34
468
$4K ﹤0.01%
+17
469
$4K ﹤0.01%
+137
470
$4K ﹤0.01%
+100
471
$4K ﹤0.01%
48
472
$4K ﹤0.01%
+288
473
$3K ﹤0.01%
+106
474
$3K ﹤0.01%
+91
475
$3K ﹤0.01%
+284
17 18
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