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
301
$80K 0.02%
529
302
$80K 0.02%
800
303
$79K 0.02%
1,295
+4
304
$79K 0.02%
1,585
+654
305
$78K 0.02%
311
+68
306
$78K 0.02%
330
+22
307
$78K 0.02%
875
308
$77K 0.02%
2,402
+5
309
$76K 0.02%
1,056
+6
310
$76K 0.02%
350
311
$76K 0.02%
440
312
$73K 0.02%
119
313
$73K 0.02%
994
314
$72K 0.02%
33
315
$71K 0.02%
900
316
$71K 0.02%
127
317
$70K 0.02%
1,045
+230
318
$70K 0.02%
1,054
319
$69K 0.02%
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320
$69K 0.02%
827
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321
$69K 0.02%
1,200
322
$68K 0.02%
556
323
$68K 0.02%
642
+2
324
$68K 0.02%
412
-91
325
$68K 0.02%
1,295
11 12
13
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