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
$512M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.58M
3
+$3.99M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$945K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$873K

Top Sells

1
+$521K
2
+$315K
3
+$283K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$263K
5
BABA icon
Alibaba
BABA
+$257K

Sector Composition

1 Healthcare 11.09%
2 Technology 8.58%
3 Financials 4.18%
4 Consumer Discretionary 3.94%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$150K 0.03%
+2,919
227
$144K 0.03%
3,039
-734
228
$143K 0.03%
3,832
-1,000
229
$142K 0.03%
2,007
230
$141K 0.03%
1,655
+5
231
$139K 0.03%
1,529
+8
232
$138K 0.03%
+2,700
233
$136K 0.03%
4,537
-3,825
234
$136K 0.03%
408
+101
235
$132K 0.03%
3,365
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236
$132K 0.03%
566
237
$131K 0.03%
1,536
238
$131K 0.03%
1,951
239
$130K 0.03%
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240
$130K 0.03%
4,260
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241
$129K 0.03%
1,110
242
$128K 0.03%
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243
$128K 0.03%
1,320
244
$128K 0.03%
1,999
245
$128K 0.03%
3,000
246
$128K 0.03%
722
247
$127K 0.02%
53
248
$126K 0.02%
3,495
249
$125K 0.02%
4,114
250
$124K 0.02%
831
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10
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