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
301
$92K 0.02%
800
302
$92K 0.02%
3,039
303
$92K 0.02%
798
+294
304
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305
$91K 0.02%
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306
$91K 0.02%
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308
$90K 0.02%
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570
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311
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312
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313
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314
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315
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316
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$83K 0.02%
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318
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323
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$79K 0.02%
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325
$78K 0.02%
119
11 12
13
14 15