KTC

Kistler-Tiffany Companies Portfolio holdings

AUM $616M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.81M
3
+$1.18M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.14M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.02M

Top Sells

1
+$522K
2
+$449K
3
+$417K
4
AAPL icon
Apple
AAPL
+$287K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$172K

Sector Composition

1 Healthcare 11.56%
2 Technology 8.75%
3 Consumer Discretionary 4.62%
4 Industrials 4.28%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$142K 0.03%
514
-57
227
$141K 0.03%
2,055
+477
228
$140K 0.03%
+3,400
229
$139K 0.03%
1,741
+819
230
$139K 0.03%
800
231
$135K 0.03%
3,356
-87
232
$135K 0.03%
3,000
233
$133K 0.03%
2,010
+261
234
$132K 0.03%
1,761
-63
235
$132K 0.03%
499
236
$131K 0.03%
7,000
237
$131K 0.03%
2,992
238
$129K 0.03%
1,228
+514
239
$128K 0.03%
325
240
$125K 0.03%
1,536
241
$124K 0.03%
1,465
242
$124K 0.03%
1,200
243
$122K 0.03%
506
+184
244
$122K 0.03%
687
245
$121K 0.03%
300
246
$121K 0.03%
2,203
-38
247
$121K 0.03%
1,513
+8
248
$121K 0.03%
474
249
$119K 0.03%
2,280
250
$119K 0.03%
488
8 9
10
11 12