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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
$440M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.88M
3
+$1.31M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.24M
5
SHEL icon
Shell
SHEL
+$890K

Top Sells

1
+$1.68M
2
+$906K
3
+$829K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$489K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$310K

Sector Composition

1 Healthcare 9.86%
2 Technology 7.45%
3 Financials 4.07%
4 Consumer Discretionary 3.66%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
10
752
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36
753
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100
754
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30
755
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756
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15
757
$1K ﹤0.01%
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758
$1K ﹤0.01%
3
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218
761
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76
762
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+101
763
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764
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$1K ﹤0.01%
100
766
$1K ﹤0.01%
350
767
$1K ﹤0.01%
+41
768
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14
769
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771
$1K ﹤0.01%
75
772
$1K ﹤0.01%
15
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$1K ﹤0.01%
57
774
$1K ﹤0.01%
3
775
$1K ﹤0.01%
11
29 30
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32 33