We are live on ! Find out more
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
$195M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.62M
3
+$1.23M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.22M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$742K

Top Sells

1
+$1.59M
2
+$620K
3
+$157K
4
SIRI icon
SiriusXM
SIRI
+$153K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$137K

Sector Composition

1 Healthcare 12.32%
2 Consumer Staples 8.07%
3 Energy 5.57%
4 Technology 5.13%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$0 ﹤0.01%
21
727
– –
-446
728
$0 ﹤0.01%
+12
729
$0 ﹤0.01%
+10
730
– –
-129
731
– –
-2
732
$0 ﹤0.01%
+14
733
$0 ﹤0.01%
+31
734
$0 ﹤0.01%
+8
735
$0 ﹤0.01%
2
-6
736
$0 ﹤0.01%
+4
737
$0 ﹤0.01%
+13
738
– –
-2,000
739
$0 ﹤0.01%
+16
740
$0 ﹤0.01%
+120
741
$0 ﹤0.01%
+5
742
$0 ﹤0.01%
+20
743
$0 ﹤0.01%
+4
744
$0 ﹤0.01%
+7
745
– –
-372
746
$0 ﹤0.01%
+10
747
$0 ﹤0.01%
+34
748
– –
-3
749
$0 ﹤0.01%
+3
750
$0 ﹤0.01%
+6
28 29
30
31 32