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
$133M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$717K
2
+$479K
3
+$421K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$415K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$300K

Top Sells

1
+$551K
2
+$367K
3
+$298K
4
FLG
Flagstar Bank National Association
FLG
+$266K
5
MRK icon
Merck
MRK
+$241K

Sector Composition

1 Healthcare 13.75%
2 Energy 9.29%
3 Technology 6.47%
4 Industrials 6.11%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
187
477
$6K ﹤0.01%
138
478
$6K ﹤0.01%
109
479
$6K ﹤0.01%
+190
480
$6K ﹤0.01%
420
481
$6K ﹤0.01%
1,500
482
$6K ﹤0.01%
290
483
$5K ﹤0.01%
76
-49
484
$5K ﹤0.01%
87
485
$5K ﹤0.01%
424
486
$5K ﹤0.01%
103
-1,911
487
$5K ﹤0.01%
1,510
488
$5K ﹤0.01%
125
489
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142
490
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105
491
$5K ﹤0.01%
67
492
$5K ﹤0.01%
225
493
$5K ﹤0.01%
110
-1,575
494
$5K ﹤0.01%
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495
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150
496
$5K ﹤0.01%
100
+3
497
$5K ﹤0.01%
26
498
$5K ﹤0.01%
270
499
$4K ﹤0.01%
75
500
$4K ﹤0.01%
133
+1
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