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
$212M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$617K
3
+$402K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$237K
5
VV icon
Vanguard Large-Cap ETF
VV
+$180K

Top Sells

1
+$814K
2
+$247K
3
+$245K
4
HAR
Harman International Industries
HAR
+$202K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$198K

Sector Composition

1 Healthcare 11.73%
2 Consumer Staples 7.39%
3 Technology 4.79%
4 Energy 4.61%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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