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
$179M
AUM Growth
-$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.01M
3
+$981K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$717K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$655K

Top Sells

1
+$2.49M
2
+$875K
3
+$295K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$261K
5
FULT icon
Fulton Financial
FULT
+$199K

Sector Composition

1 Healthcare 12.36%
2 Consumer Staples 8.23%
3 Industrials 5.92%
4 Energy 5.35%
5 Technology 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$0 ﹤0.01%
256
602
$0 ﹤0.01%
270
603
$0 ﹤0.01%
79
604
– –
-2,153
605
– –
-412
606
– –
-144
607
– –
-100
608
– –
-69
609
– –
-500
610
– –
-1,282
611
– –
-5
612
– –
-15,263
613
– –
-800
614
– –
-500
615
– –
-110
616
$0 ﹤0.01%
1
-252
617
– –
-100
618
– –
-117
619
– –
-1,368
620
$0 ﹤0.01%
100
621
$0 ﹤0.01%
12
622
– –
-392
623
– –
-66
624
– –
-150
625
$0 ﹤0.01%
15
22 23 24
25
26