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
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$3K ﹤0.01%
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550
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