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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
$460M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.4M
3
+$1.26M
4
DIS icon
Walt Disney
DIS
+$820K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$646K

Top Sells

1
+$734K
2
+$676K
3
+$670K
4
BP icon
BP
BP
+$628K
5
MOS icon
The Mosaic Company
MOS
+$342K

Sector Composition

1 Healthcare 10.49%
2 Technology 7.53%
3 Financials 3.99%
4 Consumer Staples 3.58%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$0 ﹤0.01%
17
802
– –
-122
803
– –
-850
804
$0 ﹤0.01%
100
805
$0 ﹤0.01%
300
806
$0 ﹤0.01%
5
807
$0 ﹤0.01%
17
808
– –
-100
809
– –
-4,739
810
– –
-590
811
$0 ﹤0.01%
1
812
$0 ﹤0.01%
500
813
– –
-615
814
– –
-65
29 30 31 32
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