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
$263M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$4.92M
3
+$1.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$987K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$840K

Top Sells

1
+$3.05M
2
+$316K
3
+$308K
4
VZ icon
Verizon
VZ
+$277K
5
RTX icon
RTX Corp
RTX
+$267K

Sector Composition

1 Healthcare 9.99%
2 Technology 8.32%
3 Consumer Staples 4.58%
4 Communication Services 4.11%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39K 0.01%
270
277
$39K 0.01%
815
278
$39K 0.01%
1,300
279
$38K 0.01%
646
280
$38K 0.01%
561
281
$37K 0.01%
425
282
$37K 0.01%
375
283
$37K 0.01%
2,020
284
$36K 0.01%
971
285
$36K 0.01%
244
286
$36K 0.01%
+979
287
$36K 0.01%
162
288
$36K 0.01%
160
289
$36K 0.01%
418
+1
290
$35K 0.01%
1,500
291
$35K 0.01%
264
+225
292
$35K 0.01%
267
+53
293
$35K 0.01%
968
294
$35K 0.01%
759
295
$35K 0.01%
744
296
$35K 0.01%
3,286
297
$34K 0.01%
288
298
$34K 0.01%
499
299
$33K 0.01%
2,362
300
$32K 0.01%
34
+15
10 11
12
13 14