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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
$253M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$793K
3
+$735K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$512K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$475K

Top Sells

1
+$1.1M
2
+$583K
3
+$418K
4
AON icon
Aon
AON
+$393K
5
GE icon
GE Aerospace
GE
+$372K

Sector Composition

1 Healthcare 10.73%
2 Consumer Staples 5.85%
3 Financials 5.14%
4 Technology 4.75%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
125
452
$7K ﹤0.01%
99
453
$6K ﹤0.01%
200
454
$6K ﹤0.01%
201
-499
455
$6K ﹤0.01%
79
+29
456
$6K ﹤0.01%
160
457
$6K ﹤0.01%
35
458
$6K ﹤0.01%
436
+148
459
$6K ﹤0.01%
365
460
$6K ﹤0.01%
142
461
$6K ﹤0.01%
152
462
$6K ﹤0.01%
105
463
$5K ﹤0.01%
26
+9
464
$5K ﹤0.01%
125
465
$5K ﹤0.01%
140
466
$5K ﹤0.01%
+430
467
$5K ﹤0.01%
1,000
468
$5K ﹤0.01%
50
469
$5K ﹤0.01%
100
+45
470
$5K ﹤0.01%
300
471
$5K ﹤0.01%
122
+57
472
$5K ﹤0.01%
67
473
$5K ﹤0.01%
71
+32
474
$5K ﹤0.01%
161
+69
475
$5K ﹤0.01%
175
17 18
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