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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
$313M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.81M
3
+$1.03M
4
PFS icon
Provident Financial Services
PFS
+$994K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$561K

Top Sells

1
+$1.03M
2
+$543K
3
+$541K
4
VTV icon
Vanguard Value ETF
VTV
+$298K
5
XOM icon
Exxon Mobil
XOM
+$209K

Sector Composition

1 Healthcare 13.44%
2 Technology 8.62%
3 Consumer Discretionary 5.24%
4 Communication Services 4.2%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$0 ﹤0.01%
+1
652
$0 ﹤0.01%
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653
– –
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654
$0 ﹤0.01%
5
655
– –
-1,970
656
– –
-100
657
$0 ﹤0.01%
+1
658
$0 ﹤0.01%
3
659
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-5
660
$0 ﹤0.01%
+65
661
– –
-441
662
– –
-2,088
663
$0 ﹤0.01%
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