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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
$153M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.22M
3
+$916K
4
KMI icon
Kinder Morgan
KMI
+$499K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$456K

Top Sells

1
+$1.53M
2
+$1.3M
3
+$560K
4
VUG icon
Vanguard Growth ETF
VUG
+$375K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$263K

Sector Composition

1 Healthcare 14.22%
2 Energy 7.55%
3 Consumer Staples 6.02%
4 Technology 5.93%
5 Financials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$0 ﹤0.01%
+254
652
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653
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5
654
$0 ﹤0.01%
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655
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656
$0 ﹤0.01%
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657
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658
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$0 ﹤0.01%
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660
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661
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662
$0 ﹤0.01%
8
663
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664
$0 ﹤0.01%
38
665
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666
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-52
667
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668
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669
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-84
670
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671
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672
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673
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0
674
$0 ﹤0.01%
79
675
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-1,500
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