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
$282M
AUM Growth
-$453K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.8M
3
+$1.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M

Top Sells

1
+$3.59M
2
+$2.06M
3
+$1.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$665K
5
T icon
AT&T
T
+$338K

Sector Composition

1 Healthcare 13.59%
2 Technology 8.28%
3 Consumer Discretionary 4.87%
4 Communication Services 4.34%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50K 0.02%
1,364
+178
252
$49K 0.02%
288
253
$49K 0.02%
243
+2
254
$48K 0.02%
900
255
$47K 0.02%
538
+29
256
$47K 0.02%
800
257
$47K 0.02%
315
+51
258
$46K 0.02%
240
+130
259
$46K 0.02%
815
260
$46K 0.02%
+47
261
$45K 0.02%
250
262
$44K 0.02%
334
+1
263
$44K 0.02%
143
-21
264
$44K 0.02%
761
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265
$44K 0.02%
325
266
$44K 0.02%
232
-87
267
$44K 0.02%
+500
268
$43K 0.02%
180
269
$43K 0.02%
254
+202
270
$42K 0.01%
630
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271
$42K 0.01%
2,088
-803
272
$42K 0.01%
300
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273
$41K 0.01%
270
274
$41K 0.01%
500
275
$40K 0.01%
1,181
-390
9 10
11
12 13