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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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$6.11M
3
+$5.01M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.38M
5
WST icon
West Pharmaceutical
WST
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 12.61%
2 Energy 9.22%
3 Consumer Staples 6.18%
4 Industrials 5.66%
5 Technology 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
+120
527
$2K ﹤0.01%
+125
528
$2K ﹤0.01%
+42
529
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530
$2K ﹤0.01%
+100
531
$2K ﹤0.01%
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532
$2K ﹤0.01%
+112
533
$2K ﹤0.01%
+8
534
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+40
535
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+14
536
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+100
537
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+39
539
$2K ﹤0.01%
+14
540
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+80
541
$2K ﹤0.01%
+1,093
542
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+158
543
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+50
544
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+825
545
$2K ﹤0.01%
+44
546
$1K ﹤0.01%
+18
547
$1K ﹤0.01%
+10
548
$1K ﹤0.01%
+25
549
$1K ﹤0.01%
+50
550
$1K ﹤0.01%
+28
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