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
$138M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$262K
3
+$163K
4
TWTR
Twitter, Inc.
TWTR
+$155K
5
MLAB icon
Mesa Laboratories
MLAB
+$124K

Top Sells

1
+$719K
2
+$409K
3
+$393K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$286K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$285K

Sector Composition

1 Healthcare 13.8%
2 Energy 9.44%
3 Technology 6.59%
4 Consumer Staples 6.08%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$5K ﹤0.01%
144
502
$5K ﹤0.01%
26
503
$5K ﹤0.01%
134
+1
504
$5K ﹤0.01%
270
505
$4K ﹤0.01%
100
506
$4K ﹤0.01%
75
507
$4K ﹤0.01%
1,000
508
$4K ﹤0.01%
46
509
$4K ﹤0.01%
250
510
$4K ﹤0.01%
28
511
$4K ﹤0.01%
50
512
$4K ﹤0.01%
86
513
$3K ﹤0.01%
+100
514
$3K ﹤0.01%
216
515
$3K ﹤0.01%
120
516
$3K ﹤0.01%
42
517
$3K ﹤0.01%
450
518
$3K ﹤0.01%
88
519
$3K ﹤0.01%
90
520
$3K ﹤0.01%
100
521
$3K ﹤0.01%
112
522
$3K ﹤0.01%
158
523
$3K ﹤0.01%
86
524
$3K ﹤0.01%
100
525
$3K ﹤0.01%
100
19 20
21
22 23