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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
526
$2K ﹤0.01%
30
527
$2K ﹤0.01%
90
528
$2K ﹤0.01%
158
+110
529
$2K ﹤0.01%
184
530
$2K ﹤0.01%
100
531
$2K ﹤0.01%
100
532
$1K ﹤0.01%
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533
$1K ﹤0.01%
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$1K ﹤0.01%
67
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536
$1K ﹤0.01%
67
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$1K ﹤0.01%
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+14
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$1K ﹤0.01%
100
540
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100
541
$1K ﹤0.01%
59
542
$1K ﹤0.01%
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543
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544
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44
545
$1K ﹤0.01%
5,331
546
$1K ﹤0.01%
146
+49
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$1K ﹤0.01%
125
548
$1K ﹤0.01%
50
549
$1K ﹤0.01%
+47
550
$1K ﹤0.01%
25
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