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
$167M
AUM Growth
+$576K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$806K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$378K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$368K

Top Sells

1
+$1.08M
2
+$742K
3
+$329K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$305K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$289K

Sector Composition

1 Healthcare 12.97%
2 Consumer Staples 7.5%
3 Technology 5.92%
4 Financials 5.77%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$32K 0.02%
199
+1
302
$32K 0.02%
330
+2
303
$32K 0.02%
573
+68
304
$32K 0.02%
563
305
$32K 0.02%
2,256
306
$32K 0.02%
1,080
-155
307
$31K 0.02%
3,204
308
$31K 0.02%
2,330
309
$31K 0.02%
3,000
310
$30K 0.02%
310
311
$30K 0.02%
961
312
$30K 0.02%
1,410
313
$29K 0.02%
1,408
+6
314
$29K 0.02%
2,033
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315
$29K 0.02%
316
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316
$28K 0.02%
1,000
317
$28K 0.02%
600
318
$28K 0.02%
646
319
$28K 0.02%
2,359
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320
$27K 0.02%
2,455
321
$27K 0.02%
1,050
322
$26K 0.02%
848
+6
323
$26K 0.02%
245
324
$26K 0.02%
490
325
$25K 0.02%
925
11 12
13
14 15