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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$6.11M
3
+$5.01M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.38M
5
WST icon
West Pharmaceutical
WST
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K 0.01%
+150
477
$6K 0.01%
+407
478
$6K 0.01%
+290
479
$5K ﹤0.01%
+109
480
$5K ﹤0.01%
+420
481
$5K ﹤0.01%
+131
482
$5K ﹤0.01%
+170
483
$5K ﹤0.01%
+102
484
$5K ﹤0.01%
+600
485
$5K ﹤0.01%
+100
486
$5K ﹤0.01%
+81
487
$5K ﹤0.01%
+400
488
$5K ﹤0.01%
+1,000
489
$5K ﹤0.01%
+200
490
$5K ﹤0.01%
+105
491
$5K ﹤0.01%
+67
492
$5K ﹤0.01%
+225
493
$5K ﹤0.01%
+144
494
$5K ﹤0.01%
+2,261
495
$5K ﹤0.01%
+82
496
$5K ﹤0.01%
+30
497
$5K ﹤0.01%
+270
498
$4K ﹤0.01%
+100
499
$4K ﹤0.01%
+23
500
$4K ﹤0.01%
+1,510
18 19
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