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
$388M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$944K
3
+$937K
4
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$869K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$651K

Top Sells

1
+$596K
2
+$339K
3
+$234K
4
VV icon
Vanguard Large-Cap ETF
VV
+$232K
5
SFIX icon
Stitch Fix
SFIX
+$222K

Sector Composition

1 Healthcare 11.61%
2 Technology 8.5%
3 Consumer Discretionary 4.83%
4 Industrials 4.62%
5 Financials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-38
702
– –
-122
703
$0 ﹤0.01%
5
704
$0 ﹤0.01%
17
705
$0 ﹤0.01%
20
706
– –
-5
707
$0 ﹤0.01%
1
708
– –
-99
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