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
$182M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.4M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$776K

Top Sells

1
+$2.05M
2
+$1.23M
3
+$624K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$315K

Sector Composition

1 Healthcare 12.28%
2 Consumer Staples 7.6%
3 Industrials 5.67%
4 Financials 5.5%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.03%
5,000
252
$49K 0.03%
502
253
$49K 0.03%
+822
254
$48K 0.03%
1,214
-13
255
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+1
256
$48K 0.03%
1,840
-2,560
257
$48K 0.03%
6,927
258
$47K 0.03%
1,425
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259
$47K 0.03%
4,644
-848
260
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504
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261
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4,017
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262
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681
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263
$46K 0.03%
2,000
264
$45K 0.02%
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265
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266
$44K 0.02%
1,304
267
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268
$43K 0.02%
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$42K 0.02%
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271
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863
273
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2,400
274
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709
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275
$41K 0.02%
901
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9 10
11
12 13