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
$529M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$7.08M
3
+$3.27M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.91M
5
DOW icon
Dow Inc
DOW
+$1.96M

Top Sells

1
+$4.89M
2
+$3.58M
3
+$506K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$386K
5
CVS icon
CVS Health
CVS
+$376K

Sector Composition

1 Healthcare 10.4%
2 Technology 8.47%
3 Financials 4.04%
4 Consumer Discretionary 3.68%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$31K 0.01%
648
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$31K 0.01%
+795
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$30K 0.01%
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$30K 0.01%
543
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463
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$26K ﹤0.01%
370
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