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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
826
$0 ﹤0.01%
2
827
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828
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2
829
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830
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831
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100
832
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1,000
833
$0 ﹤0.01%
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834
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835
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836
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837
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838
– –
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839
$0 ﹤0.01%
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840
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500
841
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0
842
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3
843
– –
-200
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