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
501
$4K ﹤0.01%
81
502
$4K ﹤0.01%
23
503
$4K ﹤0.01%
46
504
$4K ﹤0.01%
95
505
$4K ﹤0.01%
4
506
$4K ﹤0.01%
87
507
$4K ﹤0.01%
28
508
$4K ﹤0.01%
50
509
$4K ﹤0.01%
144
510
$4K ﹤0.01%
86
511
$4K ﹤0.01%
+70
512
$3K ﹤0.01%
1,000
513
$3K ﹤0.01%
52
514
$3K ﹤0.01%
42
515
$3K ﹤0.01%
4
-4
516
$3K ﹤0.01%
216
517
$3K ﹤0.01%
120
518
$3K ﹤0.01%
88
519
$3K ﹤0.01%
90
520
$3K ﹤0.01%
100
521
$3K ﹤0.01%
112
522
$3K ﹤0.01%
100
523
$3K ﹤0.01%
158
524
$3K ﹤0.01%
86
525
$3K ﹤0.01%
100
19 20
21
22 23