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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
$226M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$230K
3
+$131K
4
T icon
AT&T
T
+$124K
5
CMCSA icon
Comcast
CMCSA
+$122K

Top Sells

1
+$3.52M
2
+$1.59M
3
+$1.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.47M
5
WTRG icon
Essential Utilities
WTRG
+$1.42M

Sector Composition

1 Healthcare 11.23%
2 Technology 5.43%
3 Consumer Staples 5.23%
4 Financials 4.12%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
25
552
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+7
553
$1K ﹤0.01%
11
554
$1K ﹤0.01%
100
555
$1K ﹤0.01%
100
556
$1K ﹤0.01%
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557
$1K ﹤0.01%
54
558
$1K ﹤0.01%
+28
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50
561
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562
$0 ﹤0.01%
5
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$0 ﹤0.01%
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566
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567
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569
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$0 ﹤0.01%
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-1,209
21 22
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24 25