We are live on ! Find out more
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
$242M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$539K
3
+$373K
4
FDX icon
FedEx
FDX
+$369K
5
BTI icon
British American Tobacco
BTI
+$287K

Top Sells

1
+$1.12M
2
+$885K
3
+$501K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$386K
5
HDV
iShares Core High Dividend ETF
HDV
+$209K

Sector Composition

1 Healthcare 11.57%
2 Technology 5.82%
3 Consumer Staples 4.94%
4 Communication Services 4.17%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$0 ﹤0.01%
21
577
$0 ﹤0.01%
30
578
– –
-339
579
$0 ﹤0.01%
25
580
– –
-1
581
– –
-200
582
$0 ﹤0.01%
17
583
– –
-5
584
$0 ﹤0.01%
4
585
$0 ﹤0.01%
127
586
$0 ﹤0.01%
690
587
$0 ﹤0.01%
3
588
– –
-86
589
– –
-400
590
– –
-10
591
$0 ﹤0.01%
1
592
– –
-100
593
$0 ﹤0.01%
9
594
$0 ﹤0.01%
79
595
– –
-103
596
– –
-986
20 21 22 23
24