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
$182M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.32M
3
+$1.28M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.24M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$782K

Top Sells

1
+$2.05M
2
+$1.18M
3
+$638K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$533K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$260K

Sector Composition

1 Healthcare 12.28%
2 Consumer Staples 7.6%
3 Industrials 5.67%
4 Financials 5.5%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
13
577
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578
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579
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580
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581
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583
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584
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585
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586
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36
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590
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591
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592
– –
0
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597
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598
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-5
599
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600
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-1,094
22 23
24
25 26