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
$282M
AUM Growth
-$453K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.71M
3
+$1.63M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.51M
5
CCK icon
Crown Holdings
CCK
+$1.28M

Top Sells

1
+$3.38M
2
+$1.93M
3
+$1.52M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$630K
5
T icon
AT&T
T
+$337K

Sector Composition

1 Healthcare 13.59%
2 Technology 8.28%
3 Consumer Discretionary 4.87%
4 Communication Services 4.46%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
+3
577
$1K ﹤0.01%
321
-910
578
$1K ﹤0.01%
30
579
$1K ﹤0.01%
+2
580
$1K ﹤0.01%
11
581
$1K ﹤0.01%
919
582
$1K ﹤0.01%
1,000
583
$1K ﹤0.01%
300
584
$1K ﹤0.01%
+5
585
$1K ﹤0.01%
115
586
– –
-16
587
$0 ﹤0.01%
26
588
– –
-125
589
– –
0
590
$0 ﹤0.01%
+5
591
– –
-195
592
– –
-216
593
– –
0
594
$0 ﹤0.01%
+4
595
– –
-184
596
– –
-1,167
597
– –
-71
598
– –
-310
599
$0 ﹤0.01%
+3
600
– –
-205
22 23
24
25 26