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
$243M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$789K
2 +$414K
3 +$398K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$273K
5
GM icon
General Motors
GM
+$269K

Top Sells

1 +$919K
2 +$745K
3 +$390K
4
XOM icon
Exxon Mobil
XOM
+$253K
5
WFC icon
Wells Fargo
WFC
+$251K

Sector Composition

1 Healthcare 10.4%
2 Consumer Staples 5.31%
3 Financials 5.26%
4 Technology 5.15%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$6K ﹤0.01%
154
+14
477
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160
478
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202
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919
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381
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34
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1,000
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$5K ﹤0.01%
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$4K ﹤0.01%
125
500
$4K ﹤0.01%
+122