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
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