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
$512M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.58M
3
+$3.99M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$945K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$873K

Top Sells

1
+$521K
2
+$315K
3
+$283K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$263K
5
BABA icon
Alibaba
BABA
+$257K

Sector Composition

1 Healthcare 11.09%
2 Technology 8.58%
3 Financials 4.18%
4 Consumer Discretionary 3.94%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$104K 0.02%
356
-7
277
$104K 0.02%
422
-11
278
$104K 0.02%
1,891
+14
279
$103K 0.02%
2,767
280
$103K 0.02%
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281
$103K 0.02%
1,546
+4
282
$103K 0.02%
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283
$101K 0.02%
4,856
+1
284
$101K 0.02%
500
285
$101K 0.02%
2,195
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286
$100K 0.02%
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287
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288
$100K 0.02%
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289
$99K 0.02%
300
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250
291
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292
$96K 0.02%
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293
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296
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360
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298
$94K 0.02%
529
299
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415
300
$93K 0.02%
250
10 11
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