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
251
$117K 0.03%
3,350
+1,924
252
$117K 0.03%
1,320
253
$116K 0.03%
1,912
-1,581
254
$115K 0.03%
314
+97
255
$115K 0.03%
2,900
256
$113K 0.03%
1,219
+354
257
$113K 0.03%
1,927
258
$111K 0.03%
739
-129
259
$111K 0.03%
+2,260
260
$111K 0.03%
3,604
-289
261
$110K 0.03%
824
262
$110K 0.03%
355
263
$109K 0.03%
542
264
$109K 0.03%
458
265
$109K 0.03%
964
+293
266
$109K 0.03%
282
267
$108K 0.02%
1,780
+227
268
$108K 0.02%
313
-35
269
$107K 0.02%
1,877
270
$107K 0.02%
742
271
$106K 0.02%
1,399
+235
272
$105K 0.02%
985
273
$104K 0.02%
507
+11
274
$103K 0.02%
1,278
275
$102K 0.02%
5,788
+3,726
9 10
11
12 13