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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
$313M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.81M
3
+$1.03M
4
PFS icon
Provident Financial Services
PFS
+$994K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$561K

Top Sells

1
+$1.03M
2
+$543K
3
+$541K
4
VTV icon
Vanguard Value ETF
VTV
+$298K
5
XOM icon
Exxon Mobil
XOM
+$209K

Sector Composition

1 Healthcare 13.44%
2 Technology 8.62%
3 Consumer Discretionary 5.24%
4 Communication Services 4.2%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
+248
527
$6K ﹤0.01%
1,000
528
$6K ﹤0.01%
29
529
$6K ﹤0.01%
44
530
$6K ﹤0.01%
100
531
$6K ﹤0.01%
147
-282
532
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533
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534
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+2,864
535
$5K ﹤0.01%
50
536
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538
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310
541
$5K ﹤0.01%
195
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546
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371
549
$5K ﹤0.01%
145
-256
550
$5K ﹤0.01%
551
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