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
$264M
AUM Growth
+$912K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$663K
3
+$589K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$447K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$417K

Top Sells

1
+$6.67M
2
+$1.36M
3
+$732K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$569K
5
VTV icon
Vanguard Value ETF
VTV
+$442K

Sector Composition

1 Healthcare 11.67%
2 Technology 6.15%
3 Consumer Staples 4.82%
4 Communication Services 4.41%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51K 0.02%
800
252
$51K 0.02%
700
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$50K 0.02%
618
+2
254
$50K 0.02%
900
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$50K 0.02%
2,349
-51
256
$49K 0.02%
665
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257
$48K 0.02%
484
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536
-250
259
$48K 0.02%
410
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$46K 0.02%
+898
261
$46K 0.02%
347
262
$45K 0.02%
742
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$45K 0.02%
229
+180
264
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$43K 0.02%
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500
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$42K 0.02%
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$41K 0.02%
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$41K 0.02%
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273
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275
$40K 0.02%
333
+45
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