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
251
$123K 0.02%
1,152
252
$123K 0.02%
2,715
+2,475
253
$121K 0.02%
1,665
-243
254
$121K 0.02%
187
255
$121K 0.02%
1,103
256
$120K 0.02%
4,355
+1,190
257
$119K 0.02%
2,900
258
$119K 0.02%
399
-100
259
$118K 0.02%
824
260
$116K 0.02%
739
261
$115K 0.02%
2,376
262
$115K 0.02%
934
263
$114K 0.02%
1,295
+30
264
$114K 0.02%
941
+300
265
$114K 0.02%
1,659
266
$114K 0.02%
2,048
+462
267
$113K 0.02%
334
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268
$113K 0.02%
+3,804
269
$112K 0.02%
300
270
$112K 0.02%
517
+11
271
$111K 0.02%
541
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272
$111K 0.02%
964
273
$111K 0.02%
1,405
274
$107K 0.02%
1,277
+553
275
$106K 0.02%
2,169
9 10
11
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