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
$434M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$1.81M
3
+$1.18M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.14M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$1.02M

Top Sells

1
+$522K
2
+$449K
3
+$417K
4
AAPL icon
Apple
AAPL
+$287K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$172K

Sector Composition

1 Healthcare 11.56%
2 Technology 8.75%
3 Consumer Discretionary 4.62%
4 Industrials 4.28%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$101K 0.02%
2,182
+6
277
$100K 0.02%
315
278
$99K 0.02%
934
279
$99K 0.02%
680
+280
280
$98K 0.02%
363
281
$97K 0.02%
1,620
+5
282
$95K 0.02%
5,527
+1,000
283
$94K 0.02%
+4,114
284
$94K 0.02%
5,360
+34
285
$93K 0.02%
479
286
$92K 0.02%
+2,800
287
$92K 0.02%
500
288
$91K 0.02%
+250
289
$90K 0.02%
1,080
+142
290
$90K 0.02%
300
291
$88K 0.02%
191
+1
292
$88K 0.02%
438
293
$86K 0.02%
250
294
$85K 0.02%
616
295
$84K 0.02%
2,069
296
$84K 0.02%
5,881
-169
297
$83K 0.02%
1,007
298
$81K 0.02%
1,182
299
$81K 0.02%
345
+15
300
$80K 0.02%
370
+26
10 11
12
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