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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
$167M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$954K
3
+$856K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$834K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$601K

Top Sells

1
+$1.08M
2
+$685K
3
+$497K
4
MLAB icon
Mesa Laboratories
MLAB
+$423K
5
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$380K

Sector Composition

1 Healthcare 14.09%
2 Energy 6.56%
3 Consumer Staples 6.49%
4 Industrials 5.63%
5 Technology 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-1,516
652
$0 ﹤0.01%
100
653
$0 ﹤0.01%
17
654
$0 ﹤0.01%
+15
655
$0 ﹤0.01%
6
656
– –
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657
$0 ﹤0.01%
14
658
$0 ﹤0.01%
6
659
$0 ﹤0.01%
4
660
$0 ﹤0.01%
14
661
$0 ﹤0.01%
19
-18
662
$0 ﹤0.01%
199
+33
663
– –
-51
664
– –
-8
665
– –
-600
666
– –
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