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
$167M
AUM Growth
+$576K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$799K
3
+$644K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$394K
5
XOM icon
Exxon Mobil
XOM
+$389K

Top Sells

1
+$1.13M
2
+$646K
3
+$329K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$322K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$306K

Sector Composition

1 Healthcare 12.97%
2 Consumer Staples 7.5%
3 Technology 5.92%
4 Financials 5.77%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2K ﹤0.01%
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552
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553
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+129
554
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555
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46
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557
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1,000
558
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559
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560
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561
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10
-50
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10
566
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567
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569
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570
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– –
0
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25
575
– –
0
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