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
$182M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.4M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$776K

Top Sells

1
+$2.05M
2
+$1.23M
3
+$624K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$565K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$315K

Sector Composition

1 Healthcare 12.28%
2 Consumer Staples 7.6%
3 Industrials 5.67%
4 Financials 5.5%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$29K 0.02%
646
327
$29K 0.02%
1,410
328
$29K 0.02%
2,363
+4
329
$29K 0.02%
876
330
$29K 0.02%
+308
331
$28K 0.02%
1,050
332
$28K 0.02%
+150
333
$27K 0.01%
423
334
$27K 0.01%
2,455
335
$27K 0.01%
500
336
$27K 0.01%
+1,145
337
$27K 0.01%
880
-200
338
$26K 0.01%
898
339
$26K 0.01%
245
340
$26K 0.01%
364
341
$25K 0.01%
3,204
342
$25K 0.01%
1,704
343
$25K 0.01%
+300
344
$25K 0.01%
490
345
$25K 0.01%
500
346
$24K 0.01%
300
347
$24K 0.01%
5,000
348
$24K 0.01%
+1,300
349
$24K 0.01%
1,361
350
$24K 0.01%
489
+250
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