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
$157M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.02M
3
+$872K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$562K
5
VDE icon
Vanguard Energy ETF
VDE
+$329K

Top Sells

1
+$765K
2
+$485K
3
+$381K
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$350K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$283K

Sector Composition

1 Healthcare 14.61%
2 Energy 6.75%
3 Technology 5.73%
4 Financials 5.68%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36K 0.02%
1,102
+815
277
$36K 0.02%
558
278
$36K 0.02%
300
279
$36K 0.02%
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280
$36K 0.02%
2,256
281
$36K 0.02%
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282
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736
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283
$35K 0.02%
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284
$35K 0.02%
707
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285
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286
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287
$34K 0.02%
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296
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297
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298
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327
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300
$31K 0.02%
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