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
$282M
AUM Growth
-$453K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.8M
3
+$1.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.34M

Top Sells

1
+$3.59M
2
+$2.06M
3
+$1.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$665K
5
T icon
AT&T
T
+$338K

Sector Composition

1 Healthcare 13.59%
2 Technology 8.28%
3 Consumer Discretionary 4.87%
4 Communication Services 4.34%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27K 0.01%
314
327
$27K 0.01%
443
+4
328
$27K 0.01%
909
329
$27K 0.01%
127
+27
330
$26K 0.01%
239
331
$26K 0.01%
+468
332
$26K 0.01%
1,440
-909
333
$26K 0.01%
1,000
334
$26K 0.01%
1,200
335
$25K 0.01%
925
336
$25K 0.01%
+312
337
$25K 0.01%
429
-349
338
$25K 0.01%
445
339
$24K 0.01%
1,000
340
$24K 0.01%
490
341
$24K 0.01%
152
342
$24K 0.01%
716
+515
343
$24K 0.01%
1,558
344
$24K 0.01%
+620
345
$23K 0.01%
+1,231
346
$23K 0.01%
226
-114
347
$23K 0.01%
+185
348
$23K 0.01%
+425
349
$22K 0.01%
70
350
$22K 0.01%
235
12 13
14
15 16