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
$282M
AUM Growth
-$453K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.8M
3
+$1.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M

Top Sells

1
+$3.59M
2
+$2.06M
3
+$1.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$665K
5
T icon
AT&T
T
+$338K

Sector Composition

1 Healthcare 13.59%
2 Technology 8.28%
3 Consumer Discretionary 4.87%
4 Communication Services 4.34%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$40K 0.01%
212
277
$40K 0.01%
347
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$40K 0.01%
+4,739
279
$39K 0.01%
597
280
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131
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422
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$38K 0.01%
264
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283
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59
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284
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285
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286
$36K 0.01%
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287
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288
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293
$35K 0.01%
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294
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295
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296
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298
$33K 0.01%
613
299
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536
300
$33K 0.01%
163
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