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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
$253M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$793K
3
+$735K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$512K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$475K

Top Sells

1
+$1.1M
2
+$583K
3
+$418K
4
AON icon
Aon
AON
+$393K
5
GE icon
GE Aerospace
GE
+$372K

Sector Composition

1 Healthcare 10.73%
2 Consumer Staples 5.85%
3 Financials 5.14%
4 Technology 4.75%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4K ﹤0.01%
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503
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504
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507
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508
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509
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$2K ﹤0.01%
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525
$2K ﹤0.01%
125
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