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
$133M
AUM Growth
+$9.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$499K
3
+$430K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$424K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$312K

Top Sells

1
+$550K
2
+$359K
3
+$298K
4
FLG
Flagstar Bank National Association
FLG
+$277K
5
MRK icon
Merck
MRK
+$252K

Sector Composition

1 Healthcare 13.75%
2 Energy 9.29%
3 Technology 6.48%
4 Industrials 6.11%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$25K 0.02%
600
327
$25K 0.02%
417
328
$25K 0.02%
763
329
$25K 0.02%
700
330
$24K 0.02%
1,685
331
$24K 0.02%
5,290
332
$24K 0.02%
667
333
$24K 0.02%
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334
$24K 0.02%
500
335
$23K 0.02%
1,291
+371
336
$23K 0.02%
622
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337
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461
338
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485
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339
$23K 0.02%
224
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340
$23K 0.02%
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341
$23K 0.02%
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$22K 0.02%
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343
$22K 0.02%
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344
$22K 0.02%
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$22K 0.02%
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346
$22K 0.02%
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347
$21K 0.02%
400
348
$21K 0.02%
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349
$21K 0.02%
300
350
$21K 0.02%
267
12 13
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