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
$138M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$423K
2
+$262K
3
+$163K
4
TWTR
Twitter, Inc.
TWTR
+$155K
5
MLAB icon
Mesa Laboratories
MLAB
+$124K

Top Sells

1
+$719K
2
+$409K
3
+$393K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$286K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$285K

Sector Composition

1 Healthcare 13.8%
2 Energy 9.44%
3 Technology 6.59%
4 Consumer Staples 6.08%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
0
627
$0 ﹤0.01%
+15
628
– –
0
629
$0 ﹤0.01%
+2
630
$0 ﹤0.01%
+2
631
$0 ﹤0.01%
6
-147
632
– –
-400
633
– –
0
634
– –
0
635
$0 ﹤0.01%
+4
636
$0 ﹤0.01%
+5
637
– –
-5
638
$0 ﹤0.01%
+6
639
$0 ﹤0.01%
+2
640
$0 ﹤0.01%
+2
641
– –
0
642
$0 ﹤0.01%
+8
643
$0 ﹤0.01%
+10
644
$0 ﹤0.01%
+5
645
$0 ﹤0.01%
+20
646
$0 ﹤0.01%
+2
647
– –
0
648
$0 ﹤0.01%
+6
649
$0 ﹤0.01%
+21
650
$0 ﹤0.01%
+8
24 25
26
27 28