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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
$226M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$328K
2
+$230K
3
+$131K
4
T icon
AT&T
T
+$124K
5
CMCSA icon
Comcast
CMCSA
+$122K

Top Sells

1
+$3.52M
2
+$1.59M
3
+$1.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.47M
5
WTRG icon
Essential Utilities
WTRG
+$1.42M

Sector Composition

1 Healthcare 11.23%
2 Technology 5.43%
3 Consumer Staples 5.23%
4 Financials 4.12%
5 Industrials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$0 ﹤0.01%
+3
627
– –
-100
628
– –
-252
629
– –
-27
630
– –
-2,128
631
– –
-873
632
– –
-325
633
– –
-300
634
– –
-100
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