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
$133M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$499K
3
+$430K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$424K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$312K

Top Sells

1
+$550K
2
+$359K
3
+$298K
4
FLG
Flagstar Bank National Association
FLG
+$277K
5
MRK icon
Merck
MRK
+$252K

Sector Composition

1 Healthcare 13.75%
2 Energy 9.29%
3 Technology 6.48%
4 Industrials 6.11%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$34K 0.03%
699
277
$34K 0.03%
622
278
$34K 0.03%
4,150
279
$34K 0.03%
563
280
$34K 0.03%
371
281
$33K 0.02%
1,520
282
$33K 0.02%
558
283
$33K 0.02%
721
284
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298
285
$33K 0.02%
703
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286
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6
287
$32K 0.02%
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288
$32K 0.02%
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289
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290
$31K 0.02%
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291
$31K 0.02%
541
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292
$31K 0.02%
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293
$31K 0.02%
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294
$31K 0.02%
637
295
$30K 0.02%
715
296
$30K 0.02%
680
297
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364
298
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299
$29K 0.02%
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300
$29K 0.02%
773
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